UnitedHealth shares owned by Capital Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $517k | 1.6k | 330.14 |
| 2025-09-30 | $535k | 1.6k | 345.16 |
| 2025-06-30 | $461k | 1.5k | 311.70 |
| 2025-03-31 | $931k | 1.8k | 523.62 |
| 2024-12-31 | $922k | 1.8k | 506.04 |
| 2024-09-30 | $1.1M | 1.8k | 584.56 |
| 2024-06-30 | $926k | 1.8k | 509.35 |
| 2024-03-31 | $840k | 1.7k | 494.99 |
| 2023-12-31 | $907k | 1.7k | 526.71 |
| 2023-09-30 | $837k | 1.7k | 504.22 |
| 2023-06-30 | $646k | 1.3k | 480.65 |
| 2023-03-31 | $413k | 873 | 473.08 |
| 2022-12-31 | $762k | 1.9k | 398.74 |
| 2022-09-30 | $722k | 1.4k | 504.90 |
| 2022-06-30 | $719k | 1.4k | 513.94 |
| 2022-03-31 | $680k | 1.3k | 510.13 |
| 2021-12-31 | $589k | 1.2k | 502.13 |
| 2021-09-30 | $331k | 846 | 391.25 |
| 2021-06-30 | $262k | 654 | 400.61 |
| 2021-03-31 | $11k | 29 | 379.31 |
| 2020-03-31 | $17k | 70 | 242.86 |
| 2019-12-31 | $21k | 70 | 300.00 |
| 2019-09-30 | $15k | 70 | 214.29 |
| 2019-06-30 | $57k | 235 | 242.55 |
| 2019-03-31 | $17k | 70 | 242.86 |
| 2018-12-31 | $17k | 70 | 242.86 |