UnitedHealth shares owned by Etesian Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Etesian Wealth Advisors
from 13F filings
Historical chart of Etesian Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Etesian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Etesian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $200k | 580 | 345.30 |
| 2025-03-31 | $456k | 870 | 523.75 |
| 2024-12-31 | $462k | 913 | 505.86 |
| 2024-09-30 | $534k | 913 | 584.68 |
| 2024-06-30 | $476k | 934 | 509.26 |
| 2024-03-31 | $443k | 896 | 494.70 |
| 2023-12-31 | $514k | 980 | 524.90 |
| 2023-09-30 | $484k | 959 | 504.19 |
| 2023-06-30 | $463k | 963 | 480.64 |
| 2023-03-31 | $453k | 959 | 472.59 |
| 2022-12-31 | $515k | 971 | 530.18 |