UnitedHealth shares owned by LVW Advisors
Historical chart of LVW Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $616k | 1.8k | 345.39 |
| 2025-06-30 | $453k | 1.5k | 312.07 |
| 2025-03-31 | $805k | 1.5k | 523.86 |
| 2024-12-31 | $1.0M | 2.1k | 505.78 |
| 2024-09-30 | $1.7M | 3.0k | 584.68 |
| 2024-06-30 | $1.3M | 2.5k | 509.36 |
| 2024-03-31 | $1.0M | 2.1k | 494.65 |
| 2023-12-31 | $1.1M | 2.0k | 526.53 |
| 2023-09-30 | $892k | 1.8k | 504.23 |
| 2023-06-30 | $717k | 1.5k | 480.67 |
| 2023-03-31 | $1.1M | 2.4k | 472.49 |
| 2022-12-31 | $1.3M | 2.4k | 530.18 |
| 2022-09-30 | $1.2M | 2.4k | 505.18 |
| 2022-06-30 | $1.3M | 2.5k | 513.47 |
| 2022-03-31 | $1.2M | 2.3k | 510.04 |
| 2021-12-31 | $1.1M | 2.3k | 502.19 |
| 2021-09-30 | $760k | 1.9k | 390.54 |
| 2021-06-30 | $626k | 1.6k | 400.51 |
| 2021-03-31 | $514k | 1.4k | 372.19 |
| 2020-12-31 | $567k | 1.6k | 350.43 |
| 2020-09-30 | $522k | 1.7k | 311.83 |
| 2020-06-30 | $408k | 1.4k | 295.01 |
| 2020-03-31 | $355k | 1.4k | 249.65 |
| 2019-12-31 | $406k | 1.4k | 293.99 |
| 2019-09-30 | $308k | 1.4k | 217.05 |
| 2019-06-30 | $383k | 1.6k | 243.95 |
| 2019-03-31 | $365k | 1.5k | 246.96 |
| 2018-12-31 | $414k | 1.7k | 249.25 |
| 2018-09-30 | $306k | 1.2k | 266.09 |
| 2018-06-30 | $283k | 1.2k | 245.02 |
| 2018-03-31 | $250k | 1.2k | 214.22 |
| 2017-12-31 | $233k | 1.1k | 220.02 |
| 2017-09-30 | $207k | 1.1k | 195.47 |
| 2017-06-30 | $237k | 1.3k | 185.74 |
| 2017-03-31 | $227k | 1.4k | 164.14 |
| 2016-12-31 | $255k | 1.6k | 159.97 |
| 2016-09-30 | $204k | 1.5k | 139.92 |
| 2016-03-31 | $272k | 2.1k | 128.73 |
| 2015-12-31 | $285k | 2.4k | 117.57 |
| 2015-09-30 | $322k | 2.8k | 116.08 |
| 2015-06-30 | $297k | 2.4k | 121.87 |
| 2015-03-31 | $304k | 2.6k | 118.29 |
| 2014-12-31 | $290k | 2.9k | 101.19 |