UnitedHealth shares owned by Consilio Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Consilio Wealth Advisors
from 13F filings
Historical chart of Consilio Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Consilio Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Consilio Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $369k | 1.1k | 345.17 |
| 2025-06-30 | $277k | 896 | 308.97 |
| 2025-03-31 | $365k | 697 | 523.44 |
| 2024-12-31 | $481k | 951 | 505.64 |
| 2024-09-30 | $569k | 973 | 584.43 |
| 2024-06-30 | $371k | 732 | 507.10 |
| 2024-03-31 | $275k | 557 | 494.33 |
| 2023-12-31 | $371k | 705 | 526.16 |
| 2023-09-30 | $231k | 453 | 509.01 |
| 2023-06-30 | $224k | 466 | 481.13 |
| 2023-03-31 | $249k | 527 | 472.92 |
| 2022-12-31 | $247k | 466 | 530.49 |