UnitedHealth shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by SOA 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 SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $239k | 692 | 345.47 |
| 2025-06-30 | $381k | 1.2k | 312.05 |
| 2025-03-31 | $659k | 1.3k | 523.66 |
| 2024-12-31 | $642k | 1.3k | 505.89 |
| 2024-09-30 | $746k | 1.3k | 584.78 |
| 2024-06-30 | $626k | 1.2k | 509.18 |
| 2024-03-31 | $434k | 878 | 494.78 |
| 2023-12-31 | $443k | 842 | 526.33 |
| 2023-09-30 | $423k | 840 | 503.97 |
| 2023-06-30 | $402k | 837 | 480.78 |
| 2023-03-31 | $392k | 830 | 472.50 |
| 2022-12-31 | $436k | 823 | 530.02 |
| 2022-09-30 | $409k | 810 | 504.94 |
| 2022-06-30 | $424k | 827 | 512.70 |
| 2022-03-31 | $423k | 830 | 509.64 |
| 2021-12-31 | $485k | 962 | 504.16 |
| 2021-09-30 | $375k | 960 | 390.63 |
| 2021-06-30 | $383k | 958 | 399.79 |
| 2021-03-31 | $376k | 1.0k | 371.54 |
| 2020-12-31 | $352k | 1.1k | 333.33 |