UnitedHealth shares owned by Investment Advisory Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Investment Advisory Services
from 13F filings
Historical chart of Investment Advisory Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 3.4k | 584.67 |
| 2024-06-30 | $1.6M | 3.2k | 509.31 |
| 2024-03-31 | $1.7M | 3.4k | 494.69 |
| 2023-12-31 | $1.7M | 3.3k | 526.48 |
| 2023-09-30 | $1.6M | 3.3k | 504.12 |
| 2023-06-30 | $1.6M | 3.2k | 480.64 |
| 2023-03-31 | $1.5M | 3.2k | 472.55 |
| 2022-12-31 | $1.6M | 3.1k | 530.24 |
| 2022-09-30 | $1.5M | 2.9k | 504.85 |
| 2022-06-30 | $1.4M | 2.8k | 513.62 |
| 2022-03-31 | $1.4M | 2.7k | 510.07 |
| 2021-12-31 | $1.3M | 2.6k | 502.11 |
| 2021-09-30 | $990k | 2.5k | 390.53 |
| 2021-06-30 | $961k | 2.4k | 400.58 |
| 2020-12-31 | $830k | 2.4k | 350.65 |
| 2020-09-30 | $738k | 2.4k | 311.79 |
| 2020-06-30 | $627k | 2.1k | 294.92 |
| 2020-03-31 | $428k | 1.6k | 260.34 |
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