UnitedHealth shares owned by ProVise Management Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $227k | 434 | 523.69 |
| 2024-12-31 | $300k | 593 | 505.63 |
| 2024-09-30 | $442k | 756 | 584.30 |
| 2024-06-30 | $414k | 812 | 509.46 |
| 2024-03-31 | $406k | 821 | 494.75 |
| 2023-12-31 | $2.8M | 5.3k | 526.46 |
| 2023-09-30 | $2.6M | 5.1k | 504.26 |
| 2023-06-30 | $2.0M | 4.1k | 472.63 |
| 2023-03-31 | $2.0M | 4.1k | 472.63 |
| 2022-12-31 | $906k | 1.7k | 530.22 |
| 2022-09-30 | $1.0M | 2.1k | 505.31 |
| 2022-06-30 | $1.1M | 2.2k | 513.65 |
| 2022-03-31 | $1.3M | 2.5k | 509.92 |
| 2021-12-31 | $1.3M | 2.7k | 501.88 |
| 2021-09-30 | $1.0M | 2.7k | 390.77 |
| 2021-06-30 | $1.1M | 2.9k | 400.42 |
| 2021-03-31 | $839k | 2.3k | 372.23 |
| 2020-12-31 | $798k | 2.3k | 350.46 |
| 2020-09-30 | $535k | 1.7k | 311.77 |
| 2020-06-30 | $534k | 1.8k | 295.03 |
| 2020-03-31 | $474k | 1.9k | 249.21 |
| 2019-12-31 | $500k | 1.7k | 294.29 |
| 2019-09-30 | $336k | 1.5k | 217.62 |
| 2019-06-30 | $719k | 2.9k | 243.98 |
| 2019-03-31 | $604k | 2.4k | 247.24 |
| 2018-12-31 | $551k | 2.2k | 249.32 |
| 2018-09-30 | $580k | 2.2k | 265.93 |