UnitedHealth shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $823k | 2.5k | 330.07 |
| 2025-09-30 | $900k | 2.6k | 345.29 |
| 2025-06-30 | $317k | 1.0k | 303.58 |
| 2025-03-31 | $1.8M | 3.5k | 523.76 |
| 2024-12-31 | $1.8M | 3.6k | 510.53 |
| 2024-09-30 | $2.2M | 3.8k | 584.62 |
| 2024-06-30 | $1.7M | 3.4k | 509.29 |
| 2024-03-31 | $1.7M | 3.5k | 494.73 |
| 2023-12-31 | $1.9M | 3.6k | 526.50 |
| 2023-09-30 | $1.8M | 3.6k | 504.21 |
| 2023-06-30 | $1.8M | 4.0k | 462.91 |
| 2023-03-31 | $1.7M | 3.6k | 472.61 |
| 2022-12-31 | $2.0M | 3.8k | 530.20 |
| 2022-09-30 | $1.9M | 3.7k | 505.00 |
| 2022-06-30 | $1.8M | 3.4k | 536.50 |