Carson Advisory »

UnitedHealth shares owned by Carson Advisory

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Carson Advisory from 13F filings

Historical chart of Carson Advisory investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Carson Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by Carson Advisory

Quarter filed Position value Share count Share price at filing
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