UnitedHealth shares owned by Tobias Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Tobias Financial Advisors
from 13F filings
Historical chart of Tobias Financial Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Tobias Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Tobias Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 638 | 345.30 |
| 2025-06-30 | $240k | 768 | 311.97 |
| 2025-03-31 | $371k | 708 | 523.75 |
| 2024-12-31 | $326k | 645 | 505.86 |
| 2024-09-30 | $349k | 597 | 584.68 |
| 2024-06-30 | $298k | 585 | 509.26 |
| 2024-03-31 | $253k | 511 | 494.70 |
| 2019-12-31 | $29k | 100 | 290.00 |