UnitedHealth shares owned by New World Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by New World Advisors
from 13F filings
Historical chart of New World Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by New World Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by New World Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $333k | 800 | 415.63 |
| 2025-09-30 | $230k | 667 | 345.30 |
| 2025-06-30 | $296k | 950 | 311.97 |
| 2025-03-31 | $270k | 515 | 523.75 |
| 2024-12-31 | $223k | 441 | 505.86 |
| 2024-09-30 | $399k | 683 | 584.68 |
| 2024-06-30 | $366k | 719 | 509.26 |
| 2024-03-31 | $356k | 719 | 494.70 |
| 2023-12-31 | $393k | 747 | 526.47 |
| 2023-09-30 | $369k | 732 | 504.19 |
| 2023-06-30 | $349k | 725 | 480.64 |
| 2023-03-31 | $500k | 1.1k | 472.59 |
| 2022-12-31 | $419k | 790 | 530.18 |
| 2022-09-30 | $366k | 727 | 503.82 |
| 2022-06-30 | $322k | 642 | 501.08 |
| 2022-03-31 | $402k | 745 | 539.39 |
| 2021-12-31 | $358k | 711 | 503.82 |
| 2021-09-30 | $319k | 711 | 448.66 |