UnitedHealth shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 16k | 345.30 |
| 2025-06-30 | $5.2M | 17k | 311.97 |
| 2025-03-31 | $7.8M | 15k | 523.74 |
| 2024-12-31 | $8.3M | 16k | 505.85 |
| 2024-09-30 | $11M | 18k | 584.69 |
| 2024-03-31 | $8.3M | 17k | 494.71 |
| 2023-12-31 | $6.2M | 12k | 526.45 |
| 2022-12-31 | $7.7M | 15k | 530.19 |
| 2022-09-30 | $7.4M | 15k | 505.02 |