UnitedHealth shares owned by RTD Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by RTD Financial Advisors
from 13F filings
Historical chart of RTD Financial Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by RTD Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $362k | 692 | 523.75 |
| 2024-12-31 | $368k | 728 | 505.86 |
| 2024-09-30 | $435k | 744 | 584.68 |
| 2024-06-30 | $356k | 699 | 509.26 |
| 2024-03-31 | $346k | 699 | 494.70 |
| 2023-12-31 | $368k | 699 | 526.47 |
| 2023-09-30 | $352k | 699 | 504.19 |
| 2023-06-30 | $336k | 699 | 480.64 |
| 2023-03-31 | $330k | 699 | 472.59 |
| 2022-12-31 | $371k | 699 | 530.18 |
| 2022-09-30 | $355k | 703 | 504.98 |
| 2022-06-30 | $410k | 799 | 513.14 |
| 2022-03-31 | $414k | 812 | 509.85 |
| 2021-12-31 | $340k | 678 | 501.47 |