UnitedHealth shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 28k | 345.30 |
| 2025-06-30 | $8.7M | 28k | 311.97 |
| 2025-03-31 | $26M | 50k | 523.75 |
| 2024-12-31 | $10M | 21k | 505.86 |
| 2024-09-30 | $7.1M | 12k | 584.68 |
| 2024-06-30 | $6.4M | 13k | 509.26 |
| 2024-03-31 | $5.5M | 11k | 494.69 |
| 2023-12-31 | $5.1M | 9.7k | 526.46 |
| 2023-09-30 | $2.6M | 5.1k | 504.19 |
| 2023-06-30 | $2.2M | 4.7k | 480.64 |
| 2023-03-31 | $2.2M | 4.6k | 472.60 |
| 2022-12-31 | $2.4M | 4.5k | 530.18 |
| 2022-09-30 | $2.3M | 4.6k | 505.98 |
| 2022-06-30 | $2.3M | 4.5k | 507.46 |
| 2022-03-31 | $2.1M | 4.1k | 507.46 |
| 2021-12-31 | $2.0M | 4.1k | 483.87 |
| 2021-09-30 | $1.8M | 4.0k | 462.50 |
| 2021-06-30 | $1.6M | 3.9k | 412.50 |
| 2021-03-31 | $1.6M | 3.9k | 408.75 |
| 2020-12-31 | $1.2M | 3.7k | 332.97 |
| 2020-09-30 | $1.2M | 3.9k | 305.24 |
| 2020-06-30 | $1.3M | 3.9k | 321.59 |
| 2020-03-31 | $964k | 3.9k | 249.42 |
| 2019-12-31 | $1.0M | 3.5k | 292.42 |
| 2019-09-30 | $765k | 3.5k | 217.45 |
| 2019-06-30 | $881k | 3.6k | 243.91 |
| 2019-03-31 | $877k | 3.5k | 247.25 |
| 2018-12-31 | $863k | 3.5k | 249.21 |
| 2018-09-30 | $1.6M | 6.2k | 266.06 |
| 2018-06-30 | $1.5M | 6.2k | 245.30 |
| 2018-03-31 | $1.3M | 5.9k | 214.05 |
| 2017-12-31 | $1.7M | 7.8k | 220.41 |
| 2017-09-30 | $876k | 4.5k | 195.80 |
| 2017-06-30 | $851k | 4.6k | 185.36 |
| 2017-03-31 | $738k | 4.5k | 164.04 |
| 2016-12-31 | $303k | 1.9k | 160.15 |
| 2015-12-31 | $447k | 3.8k | 117.63 |
| 2015-09-30 | $34k | 294 | 115.65 |
| 2014-09-30 | $33k | 378 | 87.30 |
| 2014-06-30 | $31k | 378 | 82.01 |
| 2014-03-31 | $31k | 378 | 82.01 |
| 2013-12-31 | $254k | 3.4k | 75.19 |
| 2013-09-30 | $215k | 3.0k | 71.67 |
More positions owned by Warren Averett Asset Management
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