UnitedHealth shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $25M | 81k | 311.97 |
| 2025-03-31 | $44M | 83k | 523.75 |
| 2024-12-31 | $42M | 84k | 505.86 |
| 2024-09-30 | $51M | 87k | 584.68 |
| 2024-06-30 | $43M | 84k | 509.26 |
| 2024-03-31 | $39M | 80k | 494.70 |
| 2023-12-31 | $23M | 44k | 526.47 |
| 2023-09-30 | $22M | 44k | 504.18 |
| 2023-06-30 | $23M | 7.9k | 2897.13 |
| 2023-03-31 | $520k | 953 | 545.67 |
| 2022-12-31 | $25M | 47k | 530.18 |
| 2022-09-30 | $22M | 44k | 505.04 |
| 2022-06-30 | $15M | 30k | 513.64 |
| 2022-03-31 | $14M | 28k | 509.98 |
| 2021-12-31 | $14M | 28k | 502.13 |
| 2021-09-30 | $12M | 16M | 0.75 |
| 2021-06-30 | $13M | 32k | 400.45 |
| 2021-03-31 | $13M | 34k | 372.05 |
| 2020-12-31 | $862k | 2.5k | 350.69 |
| 2020-09-30 | $688k | 2.2k | 311.59 |
| 2020-06-30 | $1.1M | 3.6k | 294.96 |
| 2020-03-31 | $622k | 2.5k | 249.30 |
| 2019-12-31 | $279k | 950 | 293.68 |
| 2019-06-30 | $342k | 1.4k | 244.11 |
| 2019-03-31 | $350k | 1.4k | 247.35 |