UnitedHealth shares owned by Private Advisory
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Private Advisory
from 13F filings
Historical chart of Private Advisory investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Private Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $267k | 774 | 345.30 |
| 2025-06-30 | $13M | 42k | 311.97 |
| 2023-03-31 | $6.2M | 13k | 472.58 |
| 2022-12-31 | $7.8M | 15k | 530.16 |
| 2022-09-30 | $7.5M | 15k | 505.08 |
| 2022-06-30 | $8.3M | 16k | 513.66 |
| 2022-03-31 | $7.8M | 15k | 509.99 |
| 2021-12-31 | $10M | 20k | 502.13 |
| 2021-09-30 | $7.3M | 19k | 390.72 |
| 2021-06-30 | $7.3M | 18k | 400.45 |
| 2021-03-31 | $6.2M | 17k | 372.05 |
| 2020-12-31 | $5.4M | 15k | 350.70 |
| 2020-09-30 | $4.6M | 15k | 311.78 |
| 2020-06-30 | $4.4M | 15k | 294.93 |
| 2020-03-31 | $3.7M | 15k | 249.41 |
| 2019-12-31 | $4.3M | 15k | 294.00 |
| 2019-09-30 | $2.6M | 12k | 217.29 |
| 2019-06-30 | $2.5M | 10k | 243.96 |
| 2019-03-31 | $2.2M | 9.0k | 249.17 |
| 2018-12-31 | $2.2M | 9.0k | 249.17 |
| 2018-09-30 | $2.8M | 11k | 267.31 |
| 2018-06-30 | $2.6M | 11k | 245.38 |
| 2018-03-31 | $603k | 2.8k | 214.13 |
| 2017-12-31 | $611k | 2.8k | 220.34 |
| 2017-09-30 | $743k | 3.8k | 195.97 |
| 2017-06-30 | $716k | 3.9k | 184.90 |
| 2017-03-31 | $270k | 1.6k | 164.81 |
| 2016-12-31 | $320k | 2.0k | 159.95 |