UnitedHealth shares owned by Carson Advisory
Historical chart of Carson Advisory investment in UnitedHealth
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All positions including UnitedHealth held by Carson Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $306k | 886 | 345.13 |
| 2025-06-30 | $258k | 828 | 311.78 |
| 2025-03-31 | $617k | 1.2k | 523.94 |
| 2024-12-31 | $596k | 1.2k | 506.02 |
| 2024-09-30 | $655k | 1.1k | 584.85 |
| 2024-06-30 | $531k | 1.0k | 509.40 |
| 2024-03-31 | $689k | 1.4k | 494.79 |
| 2023-12-31 | $739k | 1.4k | 526.55 |
| 2023-09-30 | $714k | 1.4k | 504.25 |
| 2023-06-30 | $677k | 1.4k | 480.69 |
| 2023-03-31 | $306k | 648 | 472.66 |
| 2022-12-31 | $334k | 630 | 530.23 |
| 2022-09-30 | $318k | 630 | 504.76 |
| 2022-06-30 | $340k | 661 | 514.37 |
| 2022-03-31 | $308k | 603 | 510.78 |
| 2021-12-31 | $301k | 599 | 502.50 |