UnitedHealth shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 71k | 345.30 |
| 2025-06-30 | $12M | 37k | 311.97 |
| 2025-03-31 | $9.8M | 19k | 523.74 |
| 2024-12-31 | $5.8M | 12k | 505.85 |
| 2024-09-30 | $7.1M | 12k | 584.68 |
| 2024-06-30 | $7.3M | 14k | 509.25 |
| 2024-03-31 | $6.7M | 14k | 494.69 |
| 2023-12-31 | $7.7M | 15k | 526.48 |
| 2023-09-30 | $5.8M | 12k | 504.17 |
| 2023-06-30 | $5.7M | 12k | 480.66 |
| 2023-03-31 | $5.6M | 12k | 472.61 |
| 2022-12-31 | $6.1M | 11k | 530.19 |
| 2022-09-30 | $5.5M | 11k | 505.01 |
| 2022-06-30 | $10M | 20k | 513.65 |
| 2022-03-31 | $11M | 21k | 509.93 |
| 2021-12-31 | $11M | 21k | 502.16 |
| 2021-09-30 | $8.3M | 21k | 390.73 |
More positions owned by U.S. Capital Wealth Advisors
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