UnitedHealth shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $811k | 2.3k | 345.30 |
| 2025-06-30 | $817k | 2.6k | 311.97 |
| 2025-03-31 | $2.7M | 5.2k | 523.80 |
| 2024-12-31 | $2.5M | 4.9k | 505.84 |
| 2024-09-30 | $2.6M | 4.4k | 584.71 |
| 2024-06-30 | $2.0M | 4.0k | 509.30 |
| 2024-03-31 | $2.1M | 4.2k | 494.68 |
| 2023-12-31 | $2.7M | 5.2k | 526.51 |
| 2023-09-30 | $2.5M | 4.9k | 504.21 |
| 2023-06-30 | $2.4M | 4.9k | 480.65 |
| 2023-03-31 | $2.3M | 4.9k | 472.59 |
| 2022-12-31 | $2.8M | 5.3k | 530.18 |
| 2022-09-30 | $2.7M | 5.3k | 505.12 |
| 2022-06-30 | $2.4M | 4.7k | 513.61 |
| 2022-03-31 | $2.3M | 4.6k | 510.01 |
| 2021-12-31 | $2.5M | 4.9k | 502.23 |