UnitedHealth shares owned by GoalVest Advisory
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $71k | 205 | 345.30 |
| 2025-06-30 | $92k | 295 | 311.97 |
| 2025-03-31 | $1.7M | 3.3k | 523.75 |
| 2024-12-31 | $1.6M | 3.2k | 505.86 |
| 2024-09-30 | $1.9M | 3.2k | 584.68 |
| 2024-06-30 | $1.6M | 3.1k | 509.26 |
| 2024-03-31 | $1.5M | 3.1k | 494.70 |
| 2023-12-31 | $1.5M | 2.9k | 526.47 |
| 2023-09-30 | $1.5M | 3.0k | 504.19 |
| 2023-06-30 | $1.2M | 2.5k | 494.19 |
| 2023-03-31 | $1.2M | 2.5k | 472.57 |
| 2022-12-31 | $1.3M | 2.4k | 530.18 |
| 2022-09-30 | $1.1M | 2.1k | 505.05 |
| 2022-06-30 | $1.7M | 3.3k | 505.27 |
| 2022-03-31 | $1.7M | 3.3k | 509.85 |
| 2021-06-30 | $1.3M | 3.3k | 400.31 |
| 2021-03-31 | $1.1M | 3.1k | 372.04 |
| 2020-12-31 | $964k | 2.7k | 350.67 |