UnitedHealth shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 643 | 345.30 |
| 2025-06-30 | $453k | 1.5k | 311.87 |
| 2025-03-31 | $820k | 1.6k | 523.74 |
| 2024-12-31 | $827k | 1.6k | 505.75 |
| 2024-09-30 | $1.1M | 1.9k | 584.78 |
| 2024-06-30 | $970k | 1.9k | 509.28 |
| 2024-03-31 | $924k | 1.9k | 494.63 |
| 2023-12-31 | $1.0M | 2.0k | 526.60 |
| 2023-09-30 | $978k | 1.9k | 504.25 |
| 2023-06-30 | $934k | 1.9k | 480.62 |
| 2023-03-31 | $900k | 1.9k | 472.50 |
| 2022-12-31 | $1.0M | 4.8k | 217.79 |
| 2022-09-30 | $997k | 2.0k | 505.07 |
| 2022-06-30 | $1.0M | 2.0k | 513.73 |
| 2022-03-31 | $1.1M | 2.2k | 509.87 |
| 2021-12-31 | $1.1M | 2.1k | 501.89 |
| 2021-09-30 | $887k | 2.3k | 390.75 |
| 2021-06-30 | $910k | 2.3k | 400.53 |
| 2021-03-31 | $850k | 2.3k | 371.83 |
| 2020-12-31 | $783k | 2.2k | 350.65 |