UnitedHealth shares owned by Operose Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Operose Advisors
from 13F filings
Historical chart of Operose Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Operose Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Operose Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $313k | 907 | 345.30 |
| 2025-06-30 | $732k | 2.3k | 311.97 |
| 2025-03-31 | $811k | 1.5k | 523.75 |
| 2024-12-31 | $796k | 1.6k | 505.86 |
| 2024-09-30 | $658k | 1.1k | 584.68 |
| 2024-06-30 | $535k | 1.1k | 509.26 |
| 2024-03-31 | $527k | 1.1k | 494.70 |
| 2023-12-31 | $159k | 301 | 526.47 |
| 2023-09-30 | $313k | 621 | 504.19 |
| 2023-06-30 | $60k | 124 | 480.64 |
| 2023-03-31 | $59k | 124 | 472.59 |
| 2022-12-31 | $66k | 124 | 530.18 |
| 2022-09-30 | $63k | 124 | 508.06 |
| 2022-06-30 | $64k | 124 | 516.13 |
| 2022-03-31 | $63k | 124 | 508.06 |
| 2021-12-31 | $32k | 64 | 500.00 |