UnitedHealth shares owned by ORBA Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by ORBA Wealth Advisors
from 13F filings
Historical chart of ORBA Wealth Advisors investment in UnitedHealth
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All positions including UnitedHealth held by ORBA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by ORBA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 3.5k | 584.68 |
| 2024-06-30 | $1.8M | 3.4k | 509.26 |
| 2024-03-31 | $1.6M | 3.3k | 494.70 |
| 2023-12-31 | $1.7M | 3.3k | 526.47 |