UnitedHealth shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236k | 684 | 345.30 |
| 2025-06-30 | $213k | 684 | 311.97 |
| 2025-03-31 | $358k | 684 | 523.75 |
| 2024-12-31 | $346k | 684 | 505.86 |
| 2024-09-30 | $400k | 684 | 584.68 |
| 2024-06-30 | $348k | 684 | 509.26 |
| 2024-03-31 | $338k | 684 | 494.70 |
| 2023-12-31 | $445k | 845 | 526.47 |
| 2023-09-30 | $428k | 849 | 504.19 |
| 2023-06-30 | $407k | 846 | 480.64 |
| 2023-03-31 | $397k | 841 | 472.59 |
| 2022-12-31 | $294k | 789 | 372.62 |
| 2022-09-30 | $439k | 869 | 505.18 |
| 2022-06-30 | $446k | 869 | 513.23 |
| 2022-03-31 | $443k | 869 | 509.78 |
| 2021-12-31 | $433k | 863 | 501.74 |
| 2021-06-30 | $320k | 799 | 400.50 |
| 2021-03-31 | $294k | 789 | 372.62 |
| 2020-12-31 | $274k | 781 | 350.83 |
| 2020-09-30 | $243k | 781 | 311.14 |
| 2020-06-30 | $230k | 781 | 294.49 |
| 2020-03-31 | $294k | 999 | 294.29 |
| 2019-12-31 | $294k | 999 | 294.29 |