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UnitedHealth shares owned by Financial Advisory Service

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Financial Advisory Service from 13F filings

Historical chart of Financial Advisory Service investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Financial Advisory Service consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 9.0k 526.48
2023-09-30 $4.2M 8.4k 504.17
2023-06-30 $3.8M 8.0k 480.65
2023-03-31 $3.6M 7.5k 472.60
2022-12-31 $4.0M 7.5k 530.21
2022-09-30 $3.6M 7.2k 505.01
2022-06-30 $3.3M 6.4k 513.69
2022-03-31 $3.1M 6.1k 509.88
2021-12-31 $2.8M 5.7k 502.12
2021-09-30 $2.0M 5.0k 390.70
2021-06-30 $1.9M 4.7k 400.47
2021-03-31 $1.6M 4.4k 372.08
2020-12-31 $1.5M 4.3k 350.69
2020-09-30 $1.3M 4.2k 311.85
2020-06-30 $1.3M 4.4k 294.91
2020-03-31 $1.1M 4.4k 249.44
2019-12-31 $1.1M 3.8k 293.95
2019-09-30 $829k 3.8k 217.19
2019-06-30 $953k 3.9k 244.05
2019-03-31 $965k 3.9k 247.12