UnitedHealth shares owned by N.E.W. Advisory Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by N.E.W. Advisory Services
from 13F filings
Historical chart of N.E.W. Advisory Services investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by N.E.W. Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by N.E.W. Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $240k | 474 | 505.57 |
| 2024-09-30 | $293k | 501 | 584.80 |
| 2024-06-30 | $255k | 501 | 508.83 |
| 2024-03-31 | $241k | 488 | 494.67 |
| 2023-12-31 | $257k | 487 | 526.94 |
| 2023-09-30 | $246k | 487 | 504.16 |