UnitedHealth shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 9.0k | 345.29 |
| 2025-06-30 | $2.5M | 8.1k | 311.96 |
| 2025-03-31 | $559k | 1.1k | 523.63 |
| 2024-12-31 | $584k | 1.2k | 505.97 |
| 2024-09-30 | $686k | 1.2k | 584.56 |
| 2024-06-30 | $571k | 1.1k | 509.41 |
| 2024-03-31 | $565k | 1.1k | 494.65 |
| 2023-12-31 | $649k | 1.2k | 526.68 |
| 2023-09-30 | $602k | 1.2k | 504.30 |
| 2023-06-30 | $614k | 1.3k | 480.65 |
| 2023-03-31 | $618k | 1.3k | 472.84 |
| 2022-12-31 | $737k | 1.4k | 530.22 |
| 2022-09-30 | $643k | 1.3k | 505.50 |
| 2022-06-30 | $697k | 1.4k | 513.63 |
| 2022-03-31 | $855k | 1.7k | 510.14 |
| 2021-12-31 | $820k | 1.6k | 501.84 |
| 2021-09-30 | $496k | 1.3k | 390.86 |
| 2021-06-30 | $584k | 1.5k | 400.55 |
| 2021-03-31 | $528k | 1.4k | 371.83 |
| 2020-12-31 | $488k | 1.4k | 351.08 |
| 2020-09-30 | $387k | 1.2k | 312.10 |
| 2020-06-30 | $243k | 824 | 294.90 |
| 2019-12-31 | $261k | 888 | 293.92 |
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