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UnitedHealth shares owned by Private Advisor

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in UnitedHealth

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All positions including UnitedHealth held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $39M 67k 584.67
2024-06-30 $35M 69k 509.26
2024-03-31 $30M 61k 494.70
2023-12-31 $39M 74k 526.47
2023-09-30 $43M 86k 504.19
2023-06-30 $35M 71k 487.48
2023-03-31 $28M 60k 472.59
2022-12-31 $7.3M 62k 117.55
2022-09-30 $31M 62k 505.04
2022-06-30 $48M 93k 513.63
2022-03-31 $40M 79k 502.14
2021-12-31 $40M 79k 502.14
2021-09-30 $44M 112k 390.74
2021-06-30 $26M 66k 400.43
2021-03-31 $18M 47k 372.06
2020-12-31 $18M 51k 350.67
2020-09-30 $12M 38k 305.01
2020-06-30 $11M 37k 294.95
2020-03-31 $9.0M 36k 249.38
2019-12-31 $11M 38k 293.99
2019-09-30 $9.1M 40k 224.84
2019-06-30 $7.8M 32k 244.02
2019-03-31 $8.4M 34k 247.34
2018-12-31 $7.4M 30k 249.07
2018-09-30 $11M 40k 266.05
2018-06-30 $6.7M 27k 247.21
2018-03-31 $2.7M 13k 214.07
2017-12-31 $5.3M 24k 224.32
2017-09-30 $6.6M 34k 196.27
2017-06-30 $6.8M 36k 186.94
2017-03-31 $4.8M 29k 165.28
2016-12-31 $3.8M 24k 161.78
2016-09-30 $2.8M 20k 138.24
2016-06-30 $3.1M 22k 142.31
2016-03-31 $1.9M 16k 121.56
2015-12-31 $3.7M 31k 117.65
2015-09-30 $3.4M 29k 116.02
2015-06-30 $1.9M 16k 121.96
2015-03-31 $1.7M 15k 118.31
2014-12-31 $1.4M 14k 101.10
2014-09-30 $1.1M 13k 86.27
2014-06-30 $925k 11k 81.74
2014-03-31 $952k 12k 82.02
2013-12-31 $672k 8.9k 75.30