UnitedHealth shares owned by Invera Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Invera Wealth Advisors
from 13F filings
Historical chart of Invera Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Invera Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $736k | 2.2k | 330.11 |
| 2025-09-30 | $619k | 1.8k | 345.30 |
| 2025-06-30 | $541k | 1.7k | 311.97 |
| 2025-03-31 | $904k | 1.7k | 523.75 |
| 2024-12-31 | $1.5M | 2.8k | 529.77 |
| 2024-09-30 | $1.8M | 2.9k | 605.45 |
| 2024-06-30 | $1.6M | 3.2k | 504.36 |
| 2024-03-31 | $1.6M | 3.2k | 493.18 |
| 2023-12-31 | $1.7M | 3.1k | 526.47 |