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UnitedHealth shares owned by HighPoint Advisor

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by HighPoint Advisor from 13F filings

Historical chart of HighPoint Advisor investment in UnitedHealth

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All positions including UnitedHealth held by HighPoint Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by HighPoint Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 32k 584.70
2024-06-30 $18M 32k 576.33
2024-03-31 $11M 21k 511.75
2023-12-31 $10M 21k 485.89
2022-06-30 $8.1M 16k 515.30
2021-09-30 $6.1M 16k 390.73
2021-06-30 $6.1M 15k 400.44
2021-03-31 $4.7M 13k 376.31
2020-12-31 $4.3M 13k 329.59
2020-09-30 $2.9M 8.2k 354.41
2020-06-30 $2.3M 7.7k 297.73
2020-03-31 $2.4M 7.9k 300.20
2019-12-31 $2.4M 7.9k 300.20
2019-09-30 $2.0M 7.7k 256.92
2019-06-30 $1.7M 6.8k 255.30
2019-03-31 $1.5M 6.3k 237.99
2018-12-31 $1.5M 5.5k 270.27
2018-09-30 $1.4M 5.4k 262.15
2018-06-30 $1.3M 4.9k 263.16
2018-03-31 $1.2M 4.7k 250.69
2017-12-31 $1.3M 5.6k 226.69
2017-09-30 $1.3M 6.1k 211.11
2017-06-30 $990k 5.1k 194.81
2017-03-31 $990k 5.1k 194.81
2016-12-31 $904k 5.4k 167.97
2016-09-30 $824k 5.5k 150.72
2016-06-30 $818k 5.8k 141.82
2016-03-31 $239k 1.8k 134.12