UnitedHealth shares owned by ROI Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by ROI Financial Advisors
from 13F filings
Historical chart of ROI Financial Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by ROI Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $283k | 821 | 345.23 |
| 2025-06-30 | $859k | 2.8k | 311.95 |
| 2025-03-31 | $2.0M | 3.9k | 523.70 |
| 2024-12-31 | $2.5M | 5.0k | 505.86 |
| 2024-09-30 | $3.1M | 5.2k | 584.70 |
| 2024-06-30 | $2.6M | 5.2k | 509.25 |
| 2024-03-31 | $2.7M | 5.4k | 494.67 |
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