UnitedHealth shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Fortis Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $254k | 434 | 584.68 |
| 2024-06-30 | $211k | 415 | 509.26 |
| 2024-03-31 | $236k | 477 | 494.70 |
| 2023-03-31 | $159k | 337 | 472.64 |
| 2022-12-31 | $182k | 343 | 530.18 |