UnitedHealth shares owned by IFG Advisory
Historical chart of IFG Advisory investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by IFG Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by IFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 3.8k | 345.30 |
| 2025-06-30 | $1.7M | 5.4k | 312.00 |
| 2025-03-31 | $2.2M | 4.3k | 523.70 |
| 2024-12-31 | $2.1M | 4.2k | 505.88 |
| 2024-09-30 | $2.5M | 4.2k | 584.76 |
| 2024-06-30 | $2.2M | 4.3k | 509.33 |
| 2023-12-31 | $2.3M | 4.3k | 526.51 |
| 2023-09-30 | $2.1M | 4.2k | 504.22 |
| 2023-03-31 | $1.8M | 3.8k | 472.62 |
| 2022-12-31 | $2.1M | 4.0k | 530.16 |
| 2022-09-30 | $2.3M | 4.5k | 505.10 |
| 2022-06-30 | $1.4M | 2.7k | 513.52 |
| 2022-03-31 | $1.5M | 2.9k | 509.69 |
| 2021-12-31 | $2.0M | 4.0k | 502.02 |
| 2021-09-30 | $1.5M | 3.9k | 390.79 |
| 2021-06-30 | $1.5M | 3.7k | 400.27 |
| 2021-03-31 | $1.2M | 3.2k | 372.09 |
| 2020-12-31 | $958k | 2.7k | 350.40 |
| 2020-09-30 | $822k | 2.6k | 311.84 |
| 2020-06-30 | $710k | 2.4k | 294.97 |
| 2020-03-31 | $649k | 2.6k | 249.33 |
| 2019-12-31 | $650k | 2.2k | 293.72 |
| 2019-09-30 | $477k | 2.2k | 217.31 |
| 2019-06-30 | $1.5M | 6.0k | 243.98 |
| 2019-03-31 | $1.5M | 5.9k | 247.22 |
| 2018-12-31 | $1.6M | 6.5k | 249.07 |
| 2018-09-30 | $1.9M | 7.2k | 265.96 |
| 2018-06-30 | $1.8M | 7.5k | 245.30 |
| 2018-03-31 | $1.6M | 7.6k | 214.01 |
| 2017-12-31 | $1.9M | 8.6k | 220.43 |