UnitedHealth shares owned by CFS Investment Advisory Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by CFS Investment Advisory Services
from 13F filings
Historical chart of CFS Investment Advisory Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by CFS Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.3M | 4.0k | 330.11 |
| 2025-09-30 | $1.6M | 4.3k | 362.50 |
| 2025-06-30 | $1.1M | 3.6k | 311.83 |
| 2025-03-31 | $1.5M | 2.9k | 523.65 |
| 2024-12-31 | $1.5M | 2.9k | 505.85 |
| 2024-09-30 | $1.5M | 2.5k | 584.82 |
| 2024-06-30 | $1.1M | 2.2k | 509.13 |
| 2024-03-31 | $1.1M | 2.3k | 494.72 |
| 2023-12-31 | $1.5M | 2.8k | 526.45 |
| 2023-09-30 | $898k | 1.8k | 504.21 |
| 2023-06-30 | $715k | 1.5k | 480.51 |
| 2023-03-31 | $756k | 1.6k | 472.80 |
| 2022-12-31 | $735k | 1.4k | 530.30 |
| 2022-09-30 | $978 | 576k | 0.00 |
| 2022-06-30 | $422k | 821 | 514.01 |
| 2022-03-31 | $1.0k | 478k | 0.00 |
| 2021-12-31 | $455k | 960 | 473.96 |
| 2021-09-30 | $366k | 937 | 390.61 |
| 2020-12-31 | $270k | 771 | 350.19 |
More positions owned by CFS Investment Advisory Services
View all positions for CFS Investment Advisory Services