UnitedHealth shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 6.4k | 345.30 |
| 2025-06-30 | $1.8M | 5.8k | 311.97 |
| 2025-03-31 | $2.0M | 3.9k | 523.71 |
| 2024-12-31 | $1.8M | 3.6k | 505.83 |
| 2024-09-30 | $1.7M | 2.9k | 584.67 |
| 2024-06-30 | $1.5M | 2.6k | 575.95 |
| 2024-03-31 | $1.6M | 3.1k | 526.46 |
| 2023-12-31 | $1.6M | 3.1k | 526.46 |
| 2023-09-30 | $1.5M | 2.9k | 504.19 |
| 2023-06-30 | $1.3M | 2.6k | 480.72 |
| 2023-03-31 | $1.3M | 2.8k | 472.88 |
| 2022-12-31 | $1.7M | 3.2k | 530.18 |
| 2022-09-30 | $1.8M | 3.6k | 506.25 |
| 2022-06-30 | $1.8M | 3.6k | 513.43 |
| 2022-03-31 | $1.3M | 2.6k | 514.71 |
| 2021-12-31 | $772k | 1.5k | 506.17 |
More positions owned by EverSource Wealth Advisors
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