UnitedHealth shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $170k | 493 | 345.30 |
| 2025-03-31 | $268k | 511 | 523.75 |
| 2024-12-31 | $289k | 572 | 505.86 |
| 2024-09-30 | $349k | 596 | 584.68 |
| 2024-06-30 | $318k | 624 | 509.26 |
| 2024-03-31 | $331k | 669 | 494.70 |
| 2023-12-31 | $352k | 669 | 526.47 |
| 2023-09-30 | $337k | 668 | 504.19 |
| 2023-06-30 | $328k | 683 | 480.64 |
| 2023-03-31 | $324k | 685 | 472.59 |
| 2022-12-31 | $317k | 598 | 530.18 |
| 2022-09-30 | $214k | 424 | 504.72 |
| 2022-06-30 | $218k | 424 | 514.15 |