UnitedHealth shares owned by Motive Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Motive Wealth Advisors
from 13F filings
Historical chart of Motive Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Motive Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $279k | 807 | 345.30 |
| 2025-03-31 | $400k | 763 | 523.75 |
| 2024-12-31 | $382k | 755 | 505.86 |
| 2024-09-30 | $329k | 645 | 509.26 |
| 2024-06-30 | $329k | 645 | 509.26 |
| 2024-03-31 | $329k | 665 | 494.70 |
| 2023-09-30 | $273k | 542 | 504.19 |
| 2023-06-30 | $265k | 552 | 480.64 |
| 2023-03-31 | $318k | 673 | 472.59 |
| 2022-12-31 | $478k | 902 | 530.18 |
| 2022-09-30 | $412k | 816 | 504.90 |
| 2022-06-30 | $220k | 428 | 514.02 |
| 2022-03-31 | $241k | 474 | 508.44 |