UnitedHealth shares owned by Delta Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Delta Financial Advisors
from 13F filings
Historical chart of Delta Financial Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Delta Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Delta Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.5k | 345.29 |
| 2025-06-30 | $1.3M | 4.3k | 311.94 |
| 2025-03-31 | $2.0M | 3.7k | 523.68 |
| 2024-12-31 | $1.9M | 3.7k | 505.89 |
| 2024-09-30 | $2.2M | 3.8k | 584.75 |
| 2024-06-30 | $1.8M | 3.6k | 509.32 |
| 2024-03-31 | $1.8M | 3.6k | 494.72 |
| 2023-12-31 | $1.6M | 3.0k | 526.40 |
| 2023-09-30 | $1.9M | 3.8k | 504.24 |
| 2023-06-30 | $1.8M | 3.7k | 480.64 |
| 2023-03-31 | $1.5M | 3.1k | 472.60 |
| 2022-12-31 | $1.7M | 3.1k | 530.22 |
| 2022-09-30 | $1.6M | 3.1k | 504.81 |
| 2022-06-30 | $1.6M | 3.1k | 513.63 |
| 2022-03-31 | $1.6M | 3.1k | 509.97 |
| 2021-12-31 | $1.6M | 3.1k | 502.09 |
| 2021-09-30 | $1.2M | 3.2k | 390.58 |
| 2021-06-30 | $1.3M | 3.2k | 400.50 |
| 2021-03-31 | $1.2M | 3.1k | 372.12 |
| 2020-12-31 | $1.0M | 2.9k | 350.60 |
| 2020-09-30 | $957k | 3.1k | 311.93 |
| 2020-06-30 | $1.0M | 3.4k | 294.89 |
| 2020-03-31 | $900k | 3.6k | 249.24 |
| 2019-12-31 | $960k | 3.3k | 294.12 |
| 2019-09-30 | $607k | 2.8k | 217.33 |
| 2019-06-30 | $389k | 1.6k | 244.19 |