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UnitedHealth shares owned by Benchmark Investment Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Benchmark Investment Advisors from 13F filings

Historical chart of Benchmark Investment Advisors investment in UnitedHealth

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All positions including UnitedHealth held by Benchmark Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Benchmark Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.8M 3.5k 504.13
2023-06-30 $2.7M 5.5k 480.65
2023-03-31 $2.1M 4.3k 472.62
2022-12-31 $2.4M 4.6k 530.18
2022-09-30 $2.3M 4.5k 505.05
2022-06-30 $1.9M 3.7k 513.72
2022-03-31 $1.9M 3.7k 509.89
2021-12-31 $1.8M 3.5k 502.15