UnitedHealth shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $176k | 510 | 345.30 |
| 2025-06-30 | $159k | 510 | 311.97 |
| 2025-03-31 | $267k | 510 | 523.75 |
| 2024-12-31 | $258k | 510 | 505.86 |
| 2024-09-30 | $298k | 510 | 584.68 |
| 2024-06-30 | $274k | 538 | 509.26 |
| 2024-03-31 | $256k | 518 | 494.70 |
| 2023-12-31 | $273k | 518 | 526.47 |
| 2023-09-30 | $261k | 518 | 504.19 |
| 2023-06-30 | $249k | 518 | 480.64 |
| 2023-03-31 | $270k | 571 | 472.59 |
| 2022-12-31 | $303k | 571 | 530.18 |
| 2022-09-30 | $288k | 571 | 504.38 |
| 2022-06-30 | $293k | 571 | 513.13 |
| 2022-03-31 | $291k | 571 | 509.63 |
| 2021-12-31 | $287k | 571 | 502.63 |
| 2021-09-30 | $223k | 571 | 390.54 |
| 2021-06-30 | $229k | 571 | 401.05 |
| 2021-03-31 | $212k | 571 | 371.28 |
| 2020-12-31 | $200k | 571 | 350.26 |
| 2020-09-30 | $178k | 571 | 311.73 |
| 2020-06-30 | $168k | 571 | 294.22 |
| 2020-03-31 | $142k | 571 | 248.69 |
| 2019-12-31 | $168k | 571 | 294.22 |
| 2019-09-30 | $124k | 571 | 217.16 |
| 2019-06-30 | $225k | 921 | 244.30 |
| 2019-03-31 | $141k | 571 | 246.94 |
| 2018-12-31 | $154k | 571 | 269.70 |