UnitedHealth shares owned by Fermata Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Fermata Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $288k | 693 | 415.79 |
| 2025-03-31 | $777k | 1.5k | 523.68 |
| 2024-12-31 | $688k | 1.4k | 505.92 |
| 2024-09-30 | $354k | 605 | 584.92 |
| 2024-06-30 | $271k | 531 | 509.61 |
| 2024-03-31 | $346k | 699 | 494.49 |
| 2023-12-31 | $244k | 464 | 526.80 |
| 2023-09-30 | $266k | 524 | 508.02 |
| 2022-06-30 | $257k | 497 | 517.10 |
| 2022-03-31 | $284k | 554 | 512.64 |
| 2021-12-31 | $315k | 624 | 504.81 |
| 2021-09-30 | $231k | 590 | 391.53 |
| 2021-06-30 | $238k | 593 | 401.35 |