UnitedHealth shares owned by Quantum Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Quantum Financial Advisors
from 13F filings
Historical chart of Quantum Financial Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Quantum Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Quantum Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $364k | 1.1k | 345.43 |
| 2025-06-30 | $449k | 1.4k | 312.06 |
| 2025-03-31 | $792k | 1.5k | 523.89 |
| 2024-12-31 | $770k | 1.5k | 505.99 |
| 2024-09-30 | $890k | 1.5k | 584.83 |
| 2024-06-30 | $775k | 1.5k | 509.39 |
| 2024-03-31 | $753k | 1.5k | 494.83 |
| 2023-12-31 | $814k | 1.5k | 526.61 |
| 2023-09-30 | $851k | 1.7k | 504.31 |
| 2023-06-30 | $735k | 1.5k | 480.76 |
| 2023-03-31 | $723k | 1.5k | 472.71 |
| 2022-12-31 | $860k | 1.6k | 530.31 |
| 2022-09-30 | $814k | 1.6k | 504.96 |
| 2022-06-30 | $867k | 1.6k | 537.84 |
More positions owned by Quantum Financial Advisors
View all positions for Quantum Financial Advisors