UnitedHealth shares owned by Compton Wealth Advisory Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Compton Wealth Advisory Group
from 13F filings
Historical chart of Compton Wealth Advisory Group investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Compton Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Compton Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 8.3k | 345.29 |
| 2025-06-30 | $2.6M | 8.4k | 311.96 |
| 2025-03-31 | $4.4M | 8.5k | 523.78 |
| 2024-12-31 | $4.7M | 9.2k | 505.88 |
| 2024-09-30 | $5.4M | 9.3k | 584.68 |
| 2024-06-30 | $4.8M | 9.4k | 509.25 |
| 2024-03-31 | $4.5M | 9.1k | 494.72 |
| 2023-12-31 | $4.4M | 8.4k | 526.47 |
| 2023-09-30 | $3.9M | 7.7k | 504.19 |
| 2023-06-30 | $3.6M | 7.6k | 480.64 |
| 2023-03-31 | $3.7M | 7.7k | 472.58 |
| 2022-12-31 | $4.1M | 7.8k | 530.15 |
| 2022-09-30 | $3.9M | 7.8k | 505.09 |
| 2022-06-30 | $4.3M | 8.4k | 513.64 |
| 2022-03-31 | $4.3M | 8.4k | 509.96 |
| 2021-12-31 | $4.2M | 8.3k | 502.10 |
| 2021-09-30 | $3.2M | 8.1k | 390.69 |
| 2021-06-30 | $3.2M | 8.0k | 400.48 |
| 2021-03-31 | $3.0M | 8.0k | 372.08 |
| 2020-12-31 | $2.8M | 8.0k | 350.75 |
| 2020-09-30 | $2.7M | 8.8k | 311.74 |
| 2020-06-30 | $2.5M | 8.6k | 294.96 |
| 2020-03-31 | $2.2M | 8.7k | 249.39 |
| 2019-12-31 | $2.6M | 9.0k | 294.01 |
| 2019-09-30 | $2.0M | 9.0k | 217.26 |
| 2019-06-30 | $2.2M | 9.1k | 243.98 |
| 2019-03-31 | $2.2M | 9.0k | 247.24 |
| 2018-12-31 | $2.3M | 9.1k | 249.17 |
More positions owned by Compton Wealth Advisory Group
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