UnitedHealth shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.4k | 345.34 |
| 2025-06-30 | $1.0M | 3.2k | 312.00 |
| 2025-03-31 | $1.5M | 2.9k | 523.76 |
| 2024-12-31 | $1.5M | 2.9k | 505.80 |
| 2024-09-30 | $617k | 1.1k | 584.90 |
| 2024-06-30 | $505k | 991 | 509.26 |
| 2024-03-31 | $512k | 1.0k | 494.70 |
| 2023-09-30 | $541k | 1.1k | 504.19 |
| 2023-06-30 | $516k | 1.1k | 480.64 |
| 2023-03-31 | $368k | 778 | 472.59 |
| 2022-12-31 | $339k | 640 | 530.18 |
| 2022-09-30 | $319k | 632 | 504.75 |
| 2022-06-30 | $434k | 845 | 513.61 |
| 2022-03-31 | $449k | 880 | 510.23 |
| 2021-12-31 | $440k | 877 | 501.71 |
| 2021-09-30 | $343k | 877 | 391.11 |
| 2021-06-30 | $353k | 881 | 400.68 |
| 2021-03-31 | $328k | 881 | 372.30 |
| 2020-12-31 | $306k | 874 | 350.11 |
| 2020-09-30 | $221k | 708 | 312.15 |
| 2020-06-30 | $211k | 715 | 295.10 |
| 2020-03-31 | $178k | 715 | 248.95 |