UnitedHealth shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Morris Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $864k | 2.5k | 345.30 |
| 2025-06-30 | $831k | 2.7k | 311.97 |
| 2025-03-31 | $1.6M | 3.1k | 523.80 |
| 2024-12-31 | $1.7M | 3.5k | 505.80 |
| 2024-09-30 | $2.3M | 3.9k | 584.63 |
| 2024-06-30 | $2.2M | 4.3k | 509.24 |
| 2024-03-31 | $2.5M | 5.0k | 494.69 |
| 2023-12-31 | $2.2M | 4.1k | 526.43 |
| 2023-09-30 | $1.5M | 2.9k | 504.19 |
| 2023-06-30 | $1.7M | 3.5k | 480.64 |
| 2023-03-31 | $1.8M | 3.8k | 472.59 |
| 2022-12-31 | $2.1M | 3.9k | 530.18 |
| 2022-09-30 | $1.7M | 3.4k | 498.96 |
| 2022-06-30 | $1.6M | 3.2k | 513.74 |
| 2022-03-31 | $1.6M | 3.2k | 509.83 |
| 2021-12-31 | $1.6M | 3.2k | 502.18 |
| 2021-09-30 | $1.3M | 3.2k | 390.78 |
| 2021-06-30 | $1.3M | 3.2k | 400.44 |
| 2021-03-31 | $1.2M | 3.2k | 371.92 |
| 2020-12-31 | $1.2M | 3.4k | 350.63 |
More positions owned by Morris Retirement Advisors
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