UnitedHealth shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $598k | 1.7k | 345.30 |
| 2025-06-30 | $540k | 1.7k | 311.97 |
| 2025-03-31 | $936k | 1.8k | 523.75 |
| 2024-12-31 | $904k | 1.8k | 505.86 |
| 2024-09-30 | $1.0M | 1.8k | 584.68 |
| 2024-06-30 | $1.0M | 1.8k | 568.35 |
| 2024-03-31 | $864k | 1.8k | 483.70 |
| 2023-12-31 | $941k | 1.8k | 526.47 |
| 2023-09-30 | $901k | 1.8k | 504.19 |
| 2023-06-30 | $957k | 2.0k | 480.64 |
| 2023-03-31 | $926k | 2.0k | 472.59 |
| 2022-12-31 | $1.0M | 2.0k | 530.18 |
| 2022-09-30 | $990k | 2.0k | 505.10 |
| 2022-06-30 | $1.0M | 2.0k | 513.57 |
| 2022-03-31 | $996k | 2.0k | 509.98 |
| 2021-12-31 | $981k | 2.0k | 502.30 |
| 2021-09-30 | $862k | 2.2k | 390.93 |
| 2021-06-30 | $883k | 2.2k | 400.45 |
| 2021-03-31 | $813k | 2.2k | 372.08 |
| 2020-12-31 | $766k | 2.2k | 350.57 |
| 2020-09-30 | $681k | 2.2k | 311.67 |
| 2020-06-30 | $644k | 2.2k | 294.74 |
| 2020-03-31 | $545k | 2.2k | 249.43 |
| 2019-12-31 | $642k | 2.2k | 293.82 |
| 2019-09-30 | $475k | 2.2k | 217.39 |
| 2019-06-30 | $533k | 2.2k | 243.94 |
| 2019-03-31 | $540k | 2.2k | 247.14 |
| 2018-12-31 | $544k | 2.2k | 248.97 |
| 2018-09-30 | $776k | 2.9k | 266.21 |
| 2018-06-30 | $715k | 2.9k | 245.28 |
| 2018-03-31 | $624k | 2.9k | 214.07 |
| 2017-12-31 | $643k | 2.9k | 220.58 |
| 2017-09-30 | $571k | 2.9k | 195.88 |
| 2017-06-30 | $498k | 2.7k | 185.47 |
| 2017-03-31 | $458k | 2.8k | 165.05 |
| 2016-12-31 | $444k | 2.8k | 160.00 |
| 2016-09-30 | $389k | 2.8k | 140.18 |
| 2016-06-30 | $392k | 2.8k | 141.26 |
| 2016-03-31 | $360k | 2.8k | 129.73 |
| 2015-12-31 | $326k | 2.8k | 117.48 |
More positions owned by FRG Family Wealth Advisors
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