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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

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
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