UnitedHealth shares owned by Brown Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Brown Financial Advisors
from 13F filings
Historical chart of Brown Financial Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Brown Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Brown Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 6.5k | 345.30 |
| 2025-06-30 | $2.0M | 6.3k | 311.97 |
| 2025-03-31 | $3.0M | 5.7k | 523.75 |
| 2024-12-31 | $2.4M | 4.7k | 505.86 |
| 2024-09-30 | $2.8M | 4.7k | 584.68 |
| 2024-06-30 | $2.9M | 5.7k | 509.26 |