UnitedHealth shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $606k | 1.8k | 345.31 |
| 2025-06-30 | $467k | 1.5k | 312.06 |
| 2025-03-31 | $345k | 658 | 523.90 |
| 2024-12-31 | $301k | 594 | 506.24 |
| 2024-09-30 | $283k | 485 | 584.33 |
| 2024-06-30 | $242k | 475 | 509.05 |
| 2024-03-31 | $229k | 462 | 494.65 |
| 2023-12-31 | $996k | 1.9k | 526.59 |
| 2023-09-30 | $909k | 1.8k | 504.31 |
| 2023-06-30 | $852k | 1.8k | 480.58 |
| 2023-03-31 | $774k | 1.6k | 472.73 |
| 2022-12-31 | $913k | 1.7k | 530.06 |
| 2022-09-30 | $695k | 1.4k | 505.45 |
| 2022-06-30 | $603k | 1.2k | 513.19 |
More positions owned by Capital Advisors Wealth Management
View all positions for Capital Advisors Wealth Management