UnitedHealth shares owned by Continuum Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Continuum Wealth Advisors
from 13F filings
Historical chart of Continuum Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Continuum Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Continuum Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $677k | 2.0k | 345.30 |
| 2025-06-30 | $228k | 731 | 311.97 |
| 2025-03-31 | $383k | 731 | 523.75 |
| 2024-12-31 | $377k | 746 | 505.86 |
| 2024-09-30 | $451k | 772 | 584.68 |
| 2024-06-30 | $393k | 772 | 509.26 |
| 2024-03-31 | $391k | 791 | 494.70 |
| 2023-12-31 | $456k | 866 | 526.47 |
| 2023-09-30 | $437k | 866 | 504.19 |
| 2023-06-30 | $416k | 866 | 480.64 |
| 2023-03-31 | $466k | 986 | 472.59 |
| 2022-12-31 | $555k | 1.0k | 530.18 |