UnitedHealth shares owned by Everpar Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Everpar Advisors
from 13F filings
Historical chart of Everpar Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Everpar Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Everpar Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $543k | 1.6k | 345.30 |
| 2025-06-30 | $364k | 1.2k | 311.97 |
| 2025-03-31 | $472k | 902 | 523.75 |
| 2024-12-31 | $409k | 808 | 505.86 |
| 2024-09-30 | $770k | 1.3k | 584.68 |
| 2024-06-30 | $732k | 1.4k | 509.26 |
| 2024-03-31 | $597k | 1.2k | 494.70 |
| 2023-12-31 | $1.0M | 2.0k | 526.47 |