UnitedHealth shares owned by Dana Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Dana Investment Advisors
from 13F filings
Historical chart of Dana Investment Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Dana Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Dana Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 9.8k | 345.29 |
| 2025-06-30 | $12M | 39k | 311.97 |
| 2025-03-31 | $22M | 42k | 523.74 |
| 2024-12-31 | $22M | 44k | 505.86 |
| 2024-09-30 | $26M | 44k | 584.68 |
| 2024-06-30 | $24M | 47k | 509.26 |
| 2024-03-31 | $24M | 49k | 494.70 |
| 2023-12-31 | $25M | 48k | 526.47 |
| 2023-09-30 | $27M | 53k | 504.19 |
| 2023-06-30 | $26M | 53k | 480.64 |
| 2023-03-31 | $26M | 55k | 472.59 |
| 2022-12-31 | $30M | 56k | 530.18 |
| 2022-09-30 | $28M | 56k | 505.04 |
| 2022-06-30 | $32M | 62k | 513.63 |
| 2022-03-31 | $29M | 57k | 509.96 |
| 2021-12-31 | $7.6M | 15k | 502.16 |
| 2021-09-30 | $6.6M | 17k | 390.77 |
| 2021-06-30 | $7.4M | 19k | 400.45 |
| 2021-03-31 | $7.9M | 21k | 372.05 |
| 2020-12-31 | $30M | 86k | 350.68 |
| 2020-09-30 | $28M | 89k | 311.77 |
| 2020-06-30 | $29M | 97k | 294.95 |
| 2020-03-31 | $26M | 106k | 249.38 |
| 2019-12-31 | $36M | 123k | 293.98 |
| 2019-09-30 | $28M | 127k | 217.32 |
| 2019-06-30 | $29M | 119k | 244.01 |
| 2019-03-31 | $31M | 127k | 247.26 |
| 2018-12-31 | $34M | 137k | 249.12 |
| 2018-09-30 | $41M | 156k | 266.04 |
| 2018-06-30 | $38M | 154k | 245.34 |
| 2018-03-31 | $36M | 169k | 214.00 |
| 2017-12-31 | $44M | 199k | 220.46 |
| 2017-09-30 | $41M | 210k | 195.85 |
| 2017-06-30 | $42M | 225k | 185.42 |
| 2017-03-31 | $39M | 237k | 164.01 |
| 2016-12-31 | $40M | 248k | 160.04 |
| 2016-09-30 | $33M | 237k | 140.00 |
| 2016-06-30 | $34M | 244k | 141.20 |
| 2016-03-31 | $12M | 90k | 128.90 |