UnitedHealth shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 2.3k | 584.74 |
| 2024-06-30 | $1.1M | 2.2k | 509.26 |
| 2024-03-31 | $1.0M | 2.1k | 494.70 |
| 2023-12-31 | $1.1M | 2.1k | 526.47 |
| 2023-03-31 | $303k | 640 | 472.59 |
| 2022-12-31 | $366k | 690 | 530.18 |
| 2022-09-30 | $348k | 690 | 504.35 |
| 2022-06-30 | $354k | 690 | 513.04 |
| 2022-03-31 | $352k | 690 | 510.14 |
| 2019-12-31 | $2.8M | 9.4k | 293.99 |
| 2019-09-30 | $2.1M | 9.3k | 220.18 |
| 2019-06-30 | $1.9M | 7.7k | 244.02 |
| 2019-03-31 | $1.3M | 5.9k | 222.83 |
| 2018-12-31 | $1.5M | 6.7k | 228.67 |
| 2018-09-30 | $1.6M | 6.7k | 243.34 |
| 2018-06-30 | $1.2M | 5.5k | 223.58 |
| 2018-03-31 | $962k | 5.0k | 190.72 |
| 2017-12-31 | $921k | 4.7k | 194.88 |
| 2017-09-30 | $807k | 4.7k | 172.69 |
| 2017-06-30 | $533k | 3.4k | 155.58 |
| 2017-03-31 | $450k | 3.3k | 136.53 |
| 2016-12-31 | $564k | 3.5k | 160.05 |