UnitedHealth shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 15k | 345.30 |
| 2025-06-30 | $4.8M | 16k | 311.98 |
| 2025-03-31 | $7.7M | 15k | 523.75 |
| 2024-12-31 | $7.0M | 14k | 505.87 |
| 2024-09-30 | $8.0M | 14k | 584.66 |
| 2024-06-30 | $7.4M | 15k | 509.25 |
| 2024-03-31 | $7.2M | 15k | 494.69 |
| 2023-12-31 | $6.7M | 13k | 526.47 |
| 2023-09-30 | $5.8M | 12k | 504.18 |
| 2023-06-30 | $5.5M | 12k | 480.63 |
| 2023-03-31 | $6.3M | 13k | 472.61 |
| 2022-12-31 | $8.5M | 16k | 530.19 |
| 2022-09-30 | $8.6M | 17k | 505.01 |
| 2022-06-30 | $9.3M | 18k | 513.61 |
| 2022-03-31 | $11M | 21k | 509.94 |
| 2021-12-31 | $8.4M | 17k | 502.15 |
| 2021-09-30 | $4.0M | 10k | 390.76 |
| 2021-06-30 | $2.6M | 6.6k | 400.39 |
| 2021-03-31 | $1.1M | 3.0k | 371.98 |
| 2020-12-31 | $474k | 1.4k | 350.85 |
| 2020-09-30 | $627k | 2.0k | 311.63 |
| 2020-06-30 | $582k | 2.0k | 294.68 |
| 2020-03-31 | $505k | 2.0k | 249.49 |
| 2019-12-31 | $477k | 1.6k | 293.81 |
| 2019-09-30 | $344k | 1.6k | 217.91 |
| 2019-06-30 | $379k | 1.6k | 244.32 |
More positions owned by Gladstone Institutional Advisory
View all positions for Gladstone Institutional Advisory