UnitedHealth shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.3M | 24k | 345.30 |
| 2025-06-30 | $6.3M | 253k | 24.79 |
| 2025-03-31 | $7.3M | 14k | 523.68 |
| 2024-12-31 | $7.1M | 14k | 505.85 |
| 2024-09-30 | $8.7M | 15k | 584.65 |
| 2024-06-30 | $7.7M | 15k | 509.28 |
| 2024-03-31 | $6.7M | 14k | 487.25 |
| 2023-12-31 | $7.6M | 15k | 526.47 |
| 2023-09-30 | $7.1M | 14k | 504.18 |
| 2023-06-30 | $5.6M | 12k | 480.64 |
| 2023-03-31 | $6.1M | 13k | 472.57 |
| 2022-12-31 | $5.2M | 9.8k | 530.17 |
| 2022-09-30 | $4.1M | 8.1k | 505.05 |
| 2022-06-30 | $3.7M | 7.2k | 513.62 |
| 2022-03-31 | $5.0M | 9.7k | 509.98 |
| 2021-12-31 | $3.8M | 7.5k | 502.19 |
| 2021-09-30 | $3.5M | 8.9k | 390.80 |
| 2021-06-30 | $2.3M | 5.8k | 400.48 |
| 2021-03-31 | $2.0M | 5.4k | 372.01 |
| 2020-12-31 | $1.8M | 5.1k | 350.61 |
| 2020-09-30 | $1.6M | 5.2k | 311.84 |
| 2020-06-30 | $2.2M | 7.6k | 294.94 |
| 2020-03-31 | $1.8M | 7.0k | 263.98 |
| 2019-12-31 | $2.1M | 7.2k | 293.97 |
| 2019-09-30 | $1.2M | 5.3k | 217.18 |
| 2019-06-30 | $1.1M | 4.5k | 243.95 |
| 2019-03-31 | $918k | 3.7k | 247.17 |
| 2018-12-31 | $956k | 3.8k | 249.22 |
| 2018-09-30 | $1.1M | 4.1k | 260.25 |
| 2018-06-30 | $990k | 3.8k | 260.73 |
| 2018-03-31 | $928k | 4.3k | 213.97 |
| 2017-12-31 | $730k | 3.3k | 220.34 |
| 2017-09-30 | $453k | 2.3k | 195.85 |