UnitedHealth shares owned by United Advisor Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 3.8k | 345.29 |
| 2025-06-30 | $571k | 1.8k | 312.02 |
| 2025-03-31 | $981k | 1.9k | 523.86 |
| 2024-12-31 | $1.1M | 2.1k | 505.90 |
| 2024-09-30 | $1.1M | 2.0k | 584.68 |
| 2024-06-30 | $617k | 1.2k | 509.32 |