UnitedHealth shares owned by River Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by River Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.7M | 12k | 584.69 |
| 2024-03-31 | $5.2M | 11k | 494.72 |
| 2023-12-31 | $5.4M | 10k | 526.49 |
| 2023-09-30 | $5.0M | 9.9k | 504.20 |
| 2023-06-30 | $4.4M | 9.2k | 480.65 |
| 2023-03-31 | $4.1M | 8.8k | 472.59 |
| 2022-12-31 | $4.2M | 7.9k | 530.16 |
| 2022-09-30 | $3.2M | 6.4k | 505.00 |
| 2022-06-30 | $3.1M | 6.0k | 513.72 |
| 2022-03-31 | $2.9M | 5.7k | 510.02 |
| 2021-12-31 | $2.4M | 4.7k | 502.22 |
| 2021-09-30 | $1.8M | 4.6k | 390.88 |
| 2021-06-30 | $1.8M | 4.6k | 400.48 |
| 2021-03-31 | $1.7M | 4.5k | 372.05 |
| 2020-12-31 | $1.5M | 4.2k | 350.78 |
| 2020-09-30 | $1.3M | 4.2k | 311.74 |
| 2020-06-30 | $940k | 3.2k | 294.95 |
| 2020-03-31 | $463k | 1.9k | 249.33 |
| 2019-12-31 | $521k | 1.8k | 294.02 |
| 2019-09-30 | $331k | 1.5k | 217.33 |
| 2019-06-30 | $386k | 1.6k | 243.99 |
| 2019-03-31 | $342k | 1.4k | 247.29 |
| 2018-12-31 | $363k | 1.5k | 248.97 |
| 2018-09-30 | $387k | 1.5k | 265.98 |
| 2018-06-30 | $366k | 1.5k | 245.14 |
| 2018-03-31 | $320k | 1.5k | 214.33 |
| 2017-12-31 | $329k | 1.5k | 220.36 |
| 2017-09-30 | $292k | 1.5k | 195.58 |
| 2017-06-30 | $358k | 1.9k | 185.49 |
| 2017-03-31 | $303k | 1.8k | 164.23 |
| 2016-12-31 | $268k | 1.7k | 160.00 |
| 2016-09-30 | $246k | 1.8k | 139.77 |
| 2016-06-30 | $239k | 1.7k | 141.42 |
| 2016-03-31 | $218k | 1.7k | 128.99 |