UnitedHealth shares owned by Guardian Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Guardian Wealth Advisors
from 13F filings
Historical chart of Guardian Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Guardian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $297k | 860 | 345.36 |
| 2025-06-30 | $268k | 860 | 312.03 |
| 2025-03-31 | $561k | 1.1k | 523.82 |
| 2024-12-31 | $572k | 1.1k | 505.89 |
| 2024-09-30 | $661k | 1.1k | 584.65 |
| 2024-06-30 | $593k | 1.2k | 509.18 |
| 2024-03-31 | $589k | 1.2k | 494.57 |
| 2023-12-31 | $626k | 1.2k | 526.28 |
| 2023-09-30 | $494k | 979 | 504.43 |
| 2023-06-30 | $499k | 1.0k | 480.80 |
| 2023-03-31 | $489k | 1.0k | 472.68 |
| 2022-12-31 | $549k | 1.0k | 530.22 |
| 2022-09-30 | $2.4M | 4.8k | 504.99 |
| 2022-06-30 | $552k | 1.1k | 513.49 |
| 2022-03-31 | $548k | 1.1k | 509.77 |
| 2021-12-31 | $540k | 1.1k | 502.33 |
| 2021-09-30 | $412k | 1.1k | 391.26 |
| 2021-06-30 | $422k | 1.1k | 400.76 |
| 2021-03-31 | $1.4M | 3.8k | 372.17 |
| 2020-12-31 | $387k | 1.1k | 350.86 |