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UnitedHealth shares owned by Capital Investment Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Capital Investment Advisors from 13F filings

Historical chart of Capital Investment Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 23k 584.68
2024-06-30 $11M 21k 509.26
2024-03-31 $9.4M 19k 494.71
2023-12-31 $8.9M 17k 526.47
2023-09-30 $7.8M 16k 504.19
2023-06-30 $7.4M 16k 480.63
2023-03-31 $7.2M 15k 472.60
2022-12-31 $8.1M 15k 530.22
2022-09-30 $7.8M 15k 505.07
2022-06-30 $7.9M 16k 513.64
2022-03-31 $7.7M 15k 509.98
2021-12-31 $7.8M 16k 502.15
2021-09-30 $5.9M 15k 390.75
2021-06-30 $5.6M 14k 400.49
2021-03-31 $4.8M 13k 372.06
2020-12-31 $4.4M 13k 350.69
2020-09-30 $4.8M 15k 311.78
2020-06-30 $4.6M 16k 294.98
2020-03-31 $3.0M 12k 249.39
2019-12-31 $3.1M 11k 293.95
2019-09-30 $2.2M 10k 217.29
2019-06-30 $1.6M 6.4k 243.93
2019-03-31 $1.2M 5.1k 247.23
2018-12-31 $1.3M 5.4k 249.21
2018-09-30 $1.4M 5.3k 266.06
2018-06-30 $1.3M 5.4k 245.36
2018-03-31 $1.1M 5.3k 213.92
2017-12-31 $1.2M 5.4k 220.41
2017-09-30 $1.0M 5.2k 195.78
2017-06-30 $1.1M 5.8k 185.45
2017-03-31 $969k 5.9k 164.04
2016-12-31 $1.2M 7.4k 160.06
2016-09-30 $1.0M 7.4k 140.02
2016-06-30 $941k 6.7k 141.14
2016-03-31 $854k 6.6k 128.83
2015-12-31 $772k 6.6k 117.58
2015-09-30 $737k 6.4k 116.04
2015-06-30 $760k 6.2k 121.95
2015-03-31 $669k 6.6k 101.07
2014-12-31 $669k 6.6k 101.07
2014-09-30 $573k 6.6k 86.31
2014-06-30 $546k 6.7k 81.76
2014-03-31 $568k 6.9k 81.99
2013-12-31 $544k 7.2k 75.37