UnitedHealth shares owned by Moss Adams Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Moss Adams Wealth Advisors
from 13F filings
Historical chart of Moss Adams Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Moss Adams Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 4.6k | 345.30 |
| 2025-06-30 | $949k | 3.0k | 311.97 |
| 2025-03-31 | $2.3M | 4.5k | 523.75 |
| 2024-12-31 | $2.1M | 4.1k | 505.86 |
| 2024-09-30 | $2.5M | 4.3k | 584.68 |
| 2024-06-30 | $2.0M | 3.9k | 509.26 |
| 2024-03-31 | $1.7M | 3.5k | 494.70 |
| 2023-12-31 | $1.7M | 3.3k | 526.47 |
| 2023-09-30 | $1.6M | 3.1k | 504.24 |
| 2023-06-30 | $1.4M | 3.0k | 480.69 |
| 2023-03-31 | $1.4M | 2.9k | 472.64 |
| 2022-12-31 | $1.7M | 3.1k | 530.18 |
More positions owned by Moss Adams Wealth Advisors
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