UnitedHealth shares owned by Herold Advisors
Historical chart of Herold Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.5k | 345.32 |
| 2025-06-30 | $953k | 3.1k | 311.97 |
| 2025-03-31 | $1.8M | 3.4k | 523.87 |
| 2024-12-31 | $1.7M | 3.3k | 505.96 |
| 2024-09-30 | $2.4M | 4.1k | 584.76 |
| 2024-06-30 | $2.1M | 4.2k | 509.32 |
| 2024-03-31 | $1.9M | 3.9k | 494.74 |
| 2023-12-31 | $2.1M | 4.0k | 526.50 |
| 2023-09-30 | $2.0M | 4.0k | 504.21 |
| 2023-06-30 | $1.8M | 3.7k | 480.64 |
| 2023-03-31 | $1.6M | 3.4k | 472.58 |
| 2022-12-31 | $1.7M | 3.3k | 530.15 |
| 2022-09-30 | $1.7M | 3.3k | 504.89 |
| 2022-06-30 | $1.7M | 3.3k | 513.46 |
| 2022-03-31 | $1.6M | 3.2k | 510.06 |
| 2021-12-31 | $1.4M | 2.8k | 501.96 |
| 2021-09-30 | $1.1M | 2.8k | 390.73 |