UnitedHealth shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $452k | 1.3k | 345.30 |
| 2025-06-30 | $366k | 1.2k | 311.97 |
| 2025-03-31 | $380k | 726 | 523.75 |
| 2024-12-31 | $345k | 682 | 505.86 |
| 2024-09-30 | $454k | 776 | 584.68 |
| 2024-06-30 | $423k | 830 | 509.26 |
| 2024-03-31 | $402k | 813 | 494.70 |
| 2023-12-31 | $458k | 869 | 526.47 |
| 2023-09-30 | $422k | 837 | 504.19 |
| 2023-06-30 | $369k | 768 | 480.64 |
| 2023-03-31 | $357k | 756 | 472.59 |
| 2022-12-31 | $366k | 691 | 530.18 |
| 2022-09-30 | $365k | 723 | 504.84 |
| 2022-06-30 | $380k | 740 | 513.51 |
| 2022-03-31 | $347k | 680 | 510.29 |
| 2021-12-31 | $366k | 729 | 502.06 |
| 2021-09-30 | $266k | 686 | 387.76 |