UnitedHealth shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 2.4k | 584.76 |
| 2024-06-30 | $1.5M | 3.0k | 509.29 |
| 2024-03-31 | $1.5M | 3.1k | 494.64 |
| 2023-09-30 | $1.6M | 3.2k | 504.19 |
| 2023-06-30 | $1.4M | 3.0k | 480.66 |
| 2023-03-31 | $1.4M | 2.9k | 472.54 |
| 2022-12-31 | $1.4M | 2.7k | 530.17 |
| 2022-09-30 | $1.3M | 2.7k | 505.06 |
| 2022-06-30 | $1.5M | 2.8k | 513.71 |
| 2022-03-31 | $1.5M | 2.9k | 510.33 |
| 2021-12-31 | $1.4M | 2.7k | 502.00 |
| 2021-09-30 | $1.0M | 2.6k | 390.73 |
| 2021-06-30 | $1.1M | 2.6k | 400.30 |
| 2020-12-31 | $875k | 2.5k | 350.56 |
| 2020-06-30 | $708k | 2.4k | 295.12 |
| 2019-12-31 | $677k | 2.3k | 293.96 |
| 2019-09-30 | $500k | 2.3k | 217.30 |
| 2019-06-30 | $570k | 2.3k | 243.90 |
| 2019-03-31 | $466k | 1.9k | 247.21 |
| 2018-12-31 | $413k | 1.7k | 248.95 |
| 2018-09-30 | $446k | 1.7k | 266.11 |
| 2018-03-31 | $299k | 1.4k | 213.88 |
| 2017-12-31 | $298k | 1.4k | 220.41 |
| 2017-09-30 | $255k | 1.3k | 196.00 |
| 2015-03-31 | $12k | 101 | 118.81 |
| 2014-06-30 | $3.1k | 38 | 81.76 |
| 2014-03-31 | $3.0k | 38 | 78.95 |
| 2013-12-31 | $3.0k | 38 | 78.95 |
| 2013-09-30 | $11k | 158 | 69.62 |
| 2013-06-30 | $10k | 157 | 63.69 |