UnitedHealth shares owned by Matrix Asset Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Matrix Asset Advisors
from 13F filings
Historical chart of Matrix Asset Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Matrix Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $257k | 745 | 345.14 |
| 2025-03-31 | $9.1M | 17k | 523.75 |
| 2024-12-31 | $8.8M | 17k | 505.86 |
| 2024-09-30 | $14M | 25k | 584.68 |
| 2024-06-30 | $13M | 25k | 509.24 |
| 2024-03-31 | $12M | 25k | 494.70 |
| 2023-12-31 | $9.9M | 19k | 526.47 |
| 2023-09-30 | $9.6M | 19k | 504.19 |
| 2023-06-30 | $3.4M | 7.1k | 480.64 |
| 2016-12-31 | $647k | 4.0k | 160.03 |
| 2016-09-30 | $574k | 4.1k | 140.07 |