UnitedHealth shares owned by Buttonwood Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Buttonwood Financial Advisors
from 13F filings
Historical chart of Buttonwood Financial Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Buttonwood Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Buttonwood Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $496k | 1.5k | 330.15 |
| 2025-09-30 | $523k | 1.5k | 345.31 |
| 2025-06-30 | $482k | 1.5k | 312.01 |
| 2025-03-31 | $873k | 1.7k | 523.76 |
| 2024-12-31 | $858k | 1.7k | 506.00 |
| 2024-09-30 | $1.0M | 1.8k | 584.65 |
| 2024-06-30 | $945k | 1.9k | 509.28 |
| 2024-03-31 | $1.1M | 2.1k | 494.82 |
| 2023-12-31 | $1.2M | 2.2k | 526.47 |
| 2023-09-30 | $1.4M | 2.9k | 504.21 |
| 2023-06-30 | $1.3M | 2.8k | 480.65 |
| 2023-03-31 | $1.1M | 2.3k | 472.59 |
| 2022-12-31 | $1.2M | 2.3k | 530.18 |
| 2022-09-30 | $1.3M | 2.6k | 510.08 |
| 2022-06-30 | $1.3M | 2.6k | 513.57 |
| 2022-03-31 | $607k | 1.2k | 510.08 |
More positions owned by Buttonwood Financial Advisors
View all positions for Buttonwood Financial Advisors