UnitedHealth shares owned by Lifelong Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lifelong Wealth Advisors
from 13F filings
Historical chart of Lifelong Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Lifelong Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $231k | 669 | 345.30 |
| 2025-06-30 | $205k | 657 | 311.97 |
| 2025-03-31 | $298k | 569 | 523.75 |
| 2024-12-31 | $317k | 627 | 505.86 |