UnitedHealth shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1M | 26k | 345.30 |
| 2025-06-30 | $7.7M | 25k | 311.97 |
| 2025-03-31 | $6.9M | 13k | 523.77 |
| 2024-12-31 | $5.6M | 11k | 505.87 |
| 2024-09-30 | $6.3M | 11k | 584.69 |
| 2024-06-30 | $5.4M | 11k | 509.26 |
| 2024-03-31 | $5.4M | 11k | 494.70 |
| 2023-12-31 | $5.4M | 10k | 526.46 |
| 2023-09-30 | $5.0M | 9.9k | 504.18 |
| 2023-06-30 | $4.7M | 9.7k | 480.62 |
| 2023-03-31 | $317k | 672 | 472.25 |
| 2022-12-31 | $438k | 825 | 530.45 |
| 2022-09-30 | $417k | 825 | 505.45 |
| 2022-06-30 | $430k | 836 | 514.35 |
| 2022-03-31 | $423k | 830 | 509.64 |
| 2021-12-31 | $391k | 779 | 501.93 |
| 2021-09-30 | $257k | 658 | 390.58 |
| 2021-06-30 | $263k | 658 | 399.70 |
| 2021-03-31 | $276k | 741 | 372.47 |
| 2020-12-31 | $393k | 1.1k | 350.58 |
| 2020-09-30 | $443k | 1.4k | 311.53 |
| 2020-06-30 | $419k | 1.4k | 294.66 |
| 2020-03-31 | $703k | 2.8k | 249.29 |