UnitedHealth shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.2M | 21k | 345.31 |
| 2025-06-30 | $6.1M | 20k | 311.96 |
| 2025-03-31 | $7.2M | 14k | 523.74 |
| 2024-12-31 | $6.1M | 12k | 505.81 |
| 2024-09-30 | $6.7M | 12k | 584.63 |
| 2024-06-30 | $4.5M | 8.9k | 509.24 |
| 2024-03-31 | $2.6M | 5.2k | 494.65 |
| 2023-12-31 | $2.7M | 5.1k | 526.49 |
| 2023-09-30 | $2.4M | 4.7k | 504.17 |
| 2023-06-30 | $2.2M | 4.5k | 480.66 |
| 2023-03-31 | $2.4M | 5.1k | 472.63 |
| 2022-12-31 | $2.4M | 4.6k | 530.21 |
| 2022-09-30 | $2.3M | 4.6k | 505.09 |
| 2022-06-30 | $2.5M | 4.8k | 513.55 |
| 2022-03-31 | $2.7M | 5.4k | 509.97 |
| 2021-12-31 | $2.7M | 5.4k | 502.13 |
| 2021-09-30 | $1.8M | 4.7k | 390.81 |
| 2021-06-30 | $1.8M | 4.5k | 400.53 |
| 2021-03-31 | $2.1M | 5.6k | 372.13 |
| 2020-12-31 | $2.1M | 5.9k | 350.68 |
| 2020-09-30 | $2.7M | 8.8k | 311.78 |
| 2019-12-31 | $2.2M | 7.3k | 293.92 |