UnitedHealth shares owned by NWF Advisory Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by NWF Advisory Services
from 13F filings
Historical chart of NWF Advisory Services investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by NWF 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 NWF Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 13k | 345.30 |
| 2025-03-31 | $318k | 607 | 523.75 |
| 2024-09-30 | $628k | 1.1k | 584.68 |
| 2024-06-30 | $258k | 507 | 509.26 |
| 2024-03-31 | $249k | 503 | 494.70 |
| 2023-12-31 | $252k | 478 | 526.47 |
| 2023-09-30 | $234k | 464 | 504.19 |
| 2023-06-30 | $242k | 504 | 480.64 |
| 2023-03-31 | $242k | 504 | 480.64 |