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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

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Blue Zone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Blue Zone Wealth Advisors

Quarter filed Position value Share count Share price at filing
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