UnitedHealth shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 8.7k | 341.57 |
| 2025-06-30 | $2.1M | 8.6k | 249.56 |
| 2025-03-31 | $1.5M | 2.8k | 523.71 |
| 2024-12-31 | $3.1M | 6.0k | 505.85 |
| 2024-09-30 | $3.5M | 6.0k | 584.65 |
| 2024-06-30 | $3.1M | 6.1k | 509.26 |
| 2024-03-31 | $4.9M | 9.9k | 494.72 |
| 2023-12-31 | $4.5M | 9.5k | 472.60 |
| 2023-09-30 | $4.5M | 9.5k | 472.60 |
| 2023-06-30 | $4.6M | 9.5k | 480.64 |
| 2023-03-31 | $4.7M | 9.5k | 492.10 |
| 2020-09-30 | $8.2M | 27k | 300.00 |