UnitedHealth shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 7.2k | 345.30 |
| 2025-06-30 | $2.3M | 7.3k | 311.97 |
| 2025-03-31 | $3.8M | 7.3k | 523.75 |
| 2024-12-31 | $3.9M | 7.8k | 505.86 |
| 2024-09-30 | $4.7M | 8.1k | 584.68 |
| 2024-06-30 | $4.3M | 8.4k | 509.26 |
| 2024-03-31 | $4.3M | 8.7k | 494.70 |
| 2023-12-31 | $4.6M | 8.7k | 526.47 |
| 2023-09-30 | $4.5M | 9.0k | 504.19 |
| 2023-06-30 | $4.3M | 8.9k | 480.64 |
| 2023-03-31 | $4.2M | 8.9k | 472.59 |
| 2022-12-31 | $4.9M | 9.2k | 530.18 |
| 2022-09-30 | $5.8M | 12k | 505.06 |
| 2022-06-30 | $6.5M | 13k | 513.65 |
| 2022-03-31 | $6.3M | 12k | 510.00 |
| 2021-12-31 | $6.2M | 12k | 502.11 |
| 2021-09-30 | $4.7M | 12k | 390.72 |
| 2021-06-30 | $5.9M | 15k | 400.45 |
| 2021-03-31 | $6.3M | 17k | 372.08 |
| 2020-12-31 | $6.0M | 17k | 350.68 |
| 2020-09-30 | $5.4M | 17k | 311.76 |
| 2020-06-30 | $5.4M | 18k | 294.94 |
| 2020-03-31 | $4.6M | 19k | 249.39 |
| 2019-12-31 | $5.8M | 20k | 294.00 |
| 2019-09-30 | $4.3M | 20k | 217.33 |
| 2019-06-30 | $5.0M | 21k | 243.99 |
| 2019-03-31 | $5.2M | 21k | 247.24 |
| 2018-12-31 | $5.5M | 22k | 249.10 |
| 2018-09-30 | $8.6M | 33k | 266.03 |
| 2018-06-30 | $8.4M | 34k | 245.33 |
| 2018-03-31 | $7.3M | 34k | 214.01 |
| 2017-12-31 | $7.7M | 35k | 220.46 |
| 2017-09-30 | $6.8M | 35k | 195.85 |
| 2017-06-30 | $6.5M | 35k | 185.41 |
| 2017-03-31 | $5.7M | 35k | 164.00 |
| 2016-12-31 | $5.5M | 34k | 160.03 |
| 2016-09-30 | $4.8M | 34k | 140.01 |
| 2016-06-30 | $5.0M | 35k | 141.20 |
| 2016-03-31 | $4.6M | 36k | 128.90 |
| 2015-12-31 | $3.2M | 27k | 117.62 |
| 2015-09-30 | $3.0M | 26k | 116.03 |
| 2015-03-31 | $3.3M | 28k | 118.29 |
| 2014-12-31 | $2.8M | 56k | 50.73 |
| 2014-09-30 | $2.1M | 24k | 86.32 |
| 2014-06-30 | $2.1M | 25k | 81.98 |
| 2014-03-31 | $2.1M | 25k | 81.98 |
| 2013-12-31 | $1.9M | 25k | 75.30 |
| 2013-09-30 | $1.8M | 25k | 71.62 |
| 2011-12-31 | $1.3M | 25k | 50.69 |
| 2011-09-30 | $1.2M | 25k | 46.13 |
| 2011-06-30 | $1.2M | 27k | 45.19 |
| 2011-03-31 | $1.2M | 27k | 45.19 |
| 2010-12-31 | $965k | 27k | 36.11 |
More positions owned by Optimum Investment Advisors
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