UnitedHealth shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 5.3k | 345.31 |
| 2025-06-30 | $1.6M | 5.3k | 311.95 |
| 2024-03-31 | $58k | 117 | 494.70 |
| 2023-12-31 | $62k | 117 | 530.19 |
| 2023-09-30 | $59k | 117 | 504.20 |
| 2023-06-30 | $56k | 117 | 480.64 |
| 2023-03-31 | $57k | 121 | 472.60 |
| 2022-12-31 | $62k | 117 | 530.19 |
| 2022-09-30 | $38k | 76 | 505.05 |
| 2022-06-30 | $39k | 76 | 513.63 |
| 2022-03-31 | $274k | 538 | 509.97 |
| 2021-12-31 | $270k | 538 | 502.14 |
| 2021-09-30 | $210k | 538 | 390.74 |
| 2021-06-30 | $215k | 538 | 400.44 |
| 2021-03-31 | $219k | 588 | 372.07 |
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