UnitedHealth shares owned by Fi3 FINANCIAL ADVISORS
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Fi3 FINANCIAL ADVISORS
from 13F filings
Historical chart of Fi3 FINANCIAL ADVISORS investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Fi3 FINANCIAL ADVISORS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $463k | 1.3k | 345.21 |
| 2025-06-30 | $277k | 888 | 311.85 |
| 2025-03-31 | $615k | 1.2k | 523.85 |
| 2024-12-31 | $420k | 829 | 506.00 |
| 2024-09-30 | $520k | 889 | 584.42 |
| 2024-03-31 | $374k | 760 | 492.15 |
| 2023-12-31 | $488k | 927 | 526.19 |
| 2023-09-30 | $544k | 1.1k | 504.18 |
| 2023-06-30 | $418k | 870 | 480.62 |
| 2023-03-31 | $478k | 1.0k | 472.48 |
| 2022-12-31 | $527k | 994 | 530.42 |
| 2022-09-30 | $274k | 543 | 504.60 |
| 2022-06-30 | $270k | 538 | 501.86 |
| 2022-03-31 | $231k | 452 | 511.06 |
| 2021-12-31 | $218k | 434 | 502.30 |