UnitedHealth shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory Group investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by High Net Worth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by High Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $389k | 1.1k | 345.54 |
| 2025-06-30 | $412k | 1.3k | 312.62 |
| 2025-03-31 | $549k | 1.0k | 524.08 |
| 2024-12-31 | $531k | 1.0k | 506.15 |
| 2024-09-30 | $730k | 1.2k | 584.94 |
| 2024-06-30 | $636k | 1.2k | 509.47 |
| 2024-03-31 | $633k | 1.3k | 494.90 |
| 2023-12-31 | $531k | 1.0k | 526.68 |
| 2023-09-30 | $547k | 1.1k | 504.35 |
| 2023-06-30 | $477k | 992 | 480.78 |
| 2023-03-31 | $448k | 948 | 472.72 |
| 2022-12-31 | $495k | 933 | 530.29 |
| 2022-09-30 | $504k | 998 | 505.01 |
| 2022-06-30 | $513k | 998 | 514.03 |
| 2022-03-31 | $431k | 847 | 509.09 |
| 2021-12-31 | $364k | 724 | 502.76 |
More positions owned by High Net Worth Advisory Group
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