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UnitedHealth shares owned by LVZ Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by LVZ Advisors from 13F filings

Historical chart of LVZ Advisors investment in UnitedHealth

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All positions including UnitedHealth held by LVZ Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by LVZ Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $332k 568 584.17
2024-06-30 $289k 568 508.82
2024-03-31 $306k 618 494.31
2023-12-31 $538k 1.0k 526.22
2023-06-30 $366k 761 480.39
2023-03-31 $360k 762 472.34
2022-12-31 $404k 762 529.90
2022-09-30 $385k 762 505.25
2022-06-30 $409k 796 513.82
2022-03-31 $379k 743 510.09
2021-12-31 $372k 741 502.02
2021-09-30 $289k 739 391.07
2021-06-30 $295k 737 400.27
2021-03-31 $273k 735 371.43
2020-12-31 $257k 733 350.61
2020-09-30 $228k 730 312.33
2019-12-31 $212k 722 293.63
2019-03-31 $201k 814 246.93
2018-09-30 $213k 781 272.73