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UnitedHealth shares owned by Baltimore-Washington Financial Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Baltimore-Washington Financial Advisors from 13F filings

Historical chart of Baltimore-Washington Financial Advisors investment in UnitedHealth

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All positions including UnitedHealth held by Baltimore-Washington Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $259k 751 345.27
2025-06-30 $7.4M 24k 311.97
2025-03-31 $13M 25k 523.76
2024-12-31 $13M 26k 505.85
2024-09-30 $15M 26k 584.70
2024-06-30 $14M 27k 509.27
2024-03-31 $14M 27k 494.72
2023-12-31 $15M 28k 526.48
2023-09-30 $14M 28k 504.19
2023-06-30 $14M 28k 480.64
2023-03-31 $19M 41k 472.59
2022-12-31 $23M 44k 528.13
2022-09-30 $22M 44k 507.56
2022-06-30 $22M 44k 513.62
2022-03-31 $15M 39k 372.61
2021-12-31 $22M 43k 502.14
2021-09-30 $16M 41k 390.72
2021-06-30 $16M 40k 400.42
2021-03-31 $15M 39k 372.07
2020-12-31 $13M 38k 350.68
2020-09-30 $11M 36k 311.75
2020-06-30 $11M 36k 294.94
2020-03-31 $8.8M 36k 249.36
2019-12-31 $10M 35k 293.98
2019-09-30 $7.1M 33k 217.30
2019-06-30 $7.7M 32k 244.00
2019-03-31 $7.7M 31k 247.25
2018-12-31 $7.4M 30k 249.11
2018-09-30 $7.7M 29k 266.03
2018-06-30 $6.4M 26k 245.34
2018-03-31 $5.1M 24k 213.96
2015-09-30 $13k 120 108.33
2014-09-30 $1.0k 8 125.00
2014-03-31 $21k 254 82.68

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View all positions for Baltimore-Washington Financial Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth