UnitedHealth shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in UnitedHealth by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $525k | 1.6k | 330.15 |
| 2025-09-30 | $703k | 2.0k | 345.27 |
| 2025-06-30 | $580k | 1.9k | 312.04 |
| 2024-12-31 | $1.6M | 3.3k | 505.89 |
| 2024-09-30 | $589k | 1.0k | 584.68 |
| 2024-06-30 | $530k | 1.0k | 509.26 |
| 2024-03-31 | $516k | 1.0k | 494.70 |
| 2023-12-31 | $555k | 1.1k | 526.47 |
| 2023-09-30 | $580k | 1.2k | 504.19 |
| 2023-06-30 | $559k | 1.2k | 480.64 |
| 2023-03-31 | $561k | 1.2k | 472.59 |
| 2022-12-31 | $606k | 1.1k | 530.18 |
| 2022-09-30 | $570k | 1.1k | 505.04 |
| 2022-06-30 | $570k | 1.1k | 513.63 |
| 2022-03-31 | $636k | 1.2k | 509.97 |
| 2021-12-31 | $841k | 1.7k | 502.14 |
| 2021-09-30 | $701k | 1.8k | 390.74 |
| 2021-06-30 | $730k | 1.8k | 400.44 |
| 2021-03-31 | $669k | 1.8k | 372.07 |
| 2020-12-31 | $646k | 1.8k | 350.68 |
| 2020-09-30 | $575k | 1.8k | 311.77 |
| 2020-06-30 | $502k | 1.7k | 294.95 |
| 2020-03-31 | $324k | 1.3k | 249.38 |
| 2019-12-31 | $394k | 1.3k | 293.98 |
| 2019-09-30 | $278k | 1.3k | 217.32 |
| 2019-06-30 | $300k | 1.2k | 244.01 |
| 2019-03-31 | $184k | 743 | 247.26 |
| 2018-12-31 | $179k | 718 | 249.12 |
| 2018-09-30 | $195k | 734 | 266.04 |
| 2018-06-30 | $186k | 756 | 245.34 |
| 2018-03-31 | $161k | 753 | 214.00 |
| 2017-12-31 | $168k | 760 | 220.46 |
| 2017-09-30 | $147k | 750 | 195.85 |
| 2017-06-30 | $134k | 722 | 185.42 |
| 2017-03-31 | $128k | 778 | 164.01 |