UnitedHealth shares owned by Fiduciary Alliance
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Fiduciary Alliance
from 13F filings
Historical chart of Fiduciary Alliance investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Fiduciary Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 12k | 345.30 |
| 2025-06-30 | $4.4M | 14k | 311.98 |
| 2025-03-31 | $5.3M | 10k | 523.75 |
| 2024-12-31 | $5.0M | 9.9k | 505.88 |
| 2024-09-30 | $1.6M | 2.7k | 584.77 |
| 2024-06-30 | $713k | 1.4k | 498.37 |
| 2024-03-31 | $416k | 849 | 489.89 |
| 2023-12-31 | $443k | 842 | 526.66 |
| 2023-09-30 | $450k | 892 | 504.34 |
| 2023-06-30 | $365k | 759 | 480.79 |
| 2023-03-31 | $2.2M | 4.6k | 472.62 |
| 2022-12-31 | $3.2M | 6.0k | 530.20 |