UnitedHealth shares owned by CBIZ Investment Advisory Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by CBIZ Investment Advisory Services
from 13F filings
Historical chart of CBIZ Investment Advisory Services investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by CBIZ Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $104k | 302 | 344.79 |
| 2025-06-30 | $65k | 210 | 311.47 |
| 2025-03-31 | $225k | 430 | 523.34 |
| 2024-12-31 | $234k | 463 | 505.59 |
| 2024-09-30 | $271k | 462 | 585.56 |
| 2024-06-30 | $221k | 434 | 509.79 |
| 2024-03-31 | $215k | 434 | 495.03 |
| 2020-03-31 | $16k | 65 | 246.15 |
More positions owned by CBIZ Investment Advisory Services
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