UnitedHealth shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $385k | 1.1k | 345.29 |
| 2025-06-30 | $403k | 1.3k | 311.96 |
| 2025-03-31 | $677k | 1.3k | 523.73 |
| 2024-12-31 | $1.1M | 2.1k | 505.85 |
| 2024-09-30 | $1.4M | 2.4k | 584.67 |
| 2024-06-30 | $1.2M | 2.4k | 509.25 |
| 2024-03-31 | $1.2M | 2.4k | 494.69 |
| 2023-12-31 | $1.3M | 2.5k | 526.46 |
| 2023-09-30 | $1.2M | 2.5k | 504.18 |
| 2023-06-30 | $1.2M | 2.5k | 480.63 |
| 2023-03-31 | $1.0M | 2.2k | 472.58 |
| 2022-12-31 | $1.2M | 2.2k | 530.17 |
| 2022-09-30 | $1.2M | 2.3k | 505.01 |
| 2022-06-30 | $1.2M | 2.4k | 513.71 |
| 2022-03-31 | $1.2M | 2.3k | 510.08 |
| 2021-12-31 | $1.4M | 2.8k | 502.17 |
| 2021-09-30 | $982k | 2.5k | 390.92 |
| 2021-06-30 | $1.0M | 2.5k | 400.55 |
| 2021-03-31 | $901k | 2.4k | 372.31 |
| 2020-12-31 | $838k | 2.4k | 350.92 |
| 2020-09-30 | $565k | 1.8k | 311.81 |
| 2020-06-30 | $506k | 1.7k | 294.87 |
| 2020-03-31 | $409k | 1.6k | 249.69 |
| 2019-12-31 | $637k | 2.2k | 294.09 |
| 2019-09-30 | $391k | 1.8k | 217.58 |
| 2019-06-30 | $495k | 2.0k | 244.20 |
| 2019-03-31 | $501k | 2.0k | 247.16 |
| 2018-12-31 | $394k | 1.6k | 248.89 |
| 2018-09-30 | $524k | 2.0k | 266.12 |
| 2018-06-30 | $466k | 1.9k | 245.26 |
| 2018-03-31 | $442k | 2.1k | 213.84 |
| 2017-12-31 | $141k | 641 | 219.97 |
| 2017-09-30 | $235k | 1.2k | 196.16 |
| 2017-06-30 | $222k | 1.2k | 185.15 |
| 2017-03-31 | $240k | 1.5k | 163.71 |
| 2016-12-31 | $248k | 1.5k | 160.10 |
| 2016-09-30 | $242k | 1.7k | 140.29 |
| 2016-06-30 | $204k | 1.4k | 141.37 |
| 2016-03-31 | $173k | 1.3k | 128.72 |
| 2015-12-31 | $242k | 2.1k | 117.59 |
| 2015-09-30 | $197k | 1.7k | 116.29 |
| 2015-06-30 | $184k | 1.5k | 121.77 |
| 2015-03-31 | $152k | 1.3k | 118.66 |
| 2014-12-31 | $130k | 1.3k | 101.48 |
| 2014-09-30 | $111k | 1.3k | 86.65 |
| 2014-06-30 | $105k | 1.3k | 81.97 |
| 2014-03-31 | $77k | 936 | 82.26 |
| 2013-12-31 | $126k | 1.7k | 75.22 |
| 2013-09-30 | $66k | 916 | 72.05 |
| 2013-06-30 | $40k | 611 | 65.47 |
| 2012-03-31 | $120k | 2.0k | 59.17 |
| 2011-12-31 | $102k | 2.0k | 50.77 |
| 2011-09-30 | $125k | 2.7k | 45.97 |
| 2011-06-30 | $144k | 2.8k | 51.71 |
| 2011-03-31 | $103k | 2.3k | 45.13 |
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