UnitedHealth shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $921k | 2.6k | 360.15 |
| 2025-06-30 | $575k | 1.9k | 304.09 |
| 2025-03-31 | $482k | 918 | 525.28 |
| 2024-12-31 | $444k | 864 | 513.89 |
| 2024-09-30 | $333k | 571 | 583.19 |
| 2023-12-31 | $229k | 449 | 510.02 |
| 2023-09-30 | $259k | 482 | 537.34 |
| 2023-06-30 | $239k | 508 | 470.47 |
| 2023-03-31 | $244k | 476 | 512.61 |
| 2022-12-31 | $295k | 556 | 530.58 |