UnitedHealth shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory Services investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Diversify Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 59k | 333.79 |
| 2025-06-30 | $13M | 50k | 261.57 |
| 2025-03-31 | $2.2M | 5.5k | 409.20 |
| 2024-12-31 | $3.3M | 6.3k | 520.73 |
| 2024-09-30 | $4.8M | 8.4k | 569.83 |
| 2024-06-30 | $5.3M | 11k | 492.10 |
| 2024-03-31 | $5.9M | 12k | 489.69 |
More positions owned by Diversify Advisory Services
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