UnitedHealth shares owned by Fortitude Advisory Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Fortitude Advisory Group
from 13F filings
Historical chart of Fortitude Advisory Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Fortitude Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $358k | 1.0k | 345.38 |
| 2025-06-30 | $337k | 1.1k | 312.04 |
| 2025-03-31 | $615k | 1.1k | 585.18 |
| 2024-12-31 | $766k | 1.5k | 505.94 |
| 2024-09-30 | $942k | 1.6k | 584.77 |
| 2024-06-30 | $859k | 1.7k | 509.34 |
| 2024-03-31 | $801k | 1.6k | 494.70 |
| 2023-12-31 | $976k | 1.9k | 526.47 |
| 2023-09-30 | $921k | 1.8k | 504.19 |
| 2023-06-30 | $853k | 1.8k | 480.68 |
| 2023-03-31 | $845k | 1.8k | 472.63 |
| 2022-12-31 | $881k | 1.7k | 530.20 |
| 2022-09-30 | $814k | 1.6k | 504.96 |
| 2022-06-30 | $808k | 1.6k | 513.67 |
| 2022-03-31 | $840k | 1.6k | 509.71 |
| 2021-12-31 | $702k | 1.4k | 502.51 |