UnitedHealth shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $84k | 242 | 345.30 |
| 2025-06-30 | $22k | 69 | 311.97 |
| 2025-03-31 | $452k | 863 | 523.75 |
| 2024-12-31 | $1.3M | 2.6k | 505.86 |
| 2024-09-30 | $322k | 551 | 584.68 |
| 2024-06-30 | $287k | 564 | 509.26 |
| 2024-03-31 | $295k | 597 | 494.70 |
| 2023-12-31 | $322k | 612 | 526.47 |
| 2023-09-30 | $252k | 500 | 504.19 |
More positions owned by Provenance Wealth Advisors
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