UnitedHealth shares owned by Rise Advisors
Historical chart of Rise Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Rise Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $215k | 622 | 345.04 |
| 2025-06-30 | $203k | 650 | 312.11 |
| 2024-12-31 | $323k | 638 | 506.14 |
| 2024-09-30 | $374k | 639 | 584.73 |
| 2024-06-30 | $355k | 697 | 509.43 |
| 2024-03-31 | $344k | 694 | 495.03 |
| 2023-12-31 | $112k | 213 | 526.47 |
| 2023-09-30 | $25k | 50 | 506.50 |
| 2023-06-30 | $27k | 56 | 482.57 |
| 2023-03-31 | $36k | 76 | 472.49 |
| 2022-12-31 | $38k | 72 | 529.49 |
| 2022-09-30 | $36k | 72 | 500.00 |
| 2022-06-30 | $37k | 72 | 513.89 |
| 2022-03-31 | $39k | 76 | 513.16 |
| 2021-12-31 | $38k | 76 | 499.66 |