UnitedHealth shares owned by Avaii Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Avaii Wealth Management
from 13F filings
Historical chart of Avaii Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Avaii Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Avaii Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 5.1k | 345.27 |
| 2025-06-30 | $1.1M | 3.5k | 311.95 |
| 2025-03-31 | $337k | 644 | 523.75 |
| 2024-12-31 | $342k | 676 | 505.96 |
| 2024-09-30 | $413k | 706 | 584.84 |
| 2024-06-30 | $390k | 765 | 509.36 |
| 2024-03-31 | $392k | 793 | 494.76 |
| 2023-12-31 | $448k | 850 | 526.52 |
| 2023-09-30 | $430k | 853 | 504.21 |
| 2023-06-30 | $402k | 836 | 480.66 |
| 2023-03-31 | $392k | 829 | 472.61 |
| 2022-12-31 | $434k | 818 | 530.19 |
| 2022-09-30 | $405k | 802 | 504.99 |
| 2022-06-30 | $391k | 761 | 513.27 |
| 2022-03-31 | $404k | 788 | 512.82 |
| 2021-12-31 | $316k | 630 | 501.59 |