UnitedHealth shares owned by Wealth Advisory Solutions
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wealth Advisory Solutions
from 13F filings
Historical chart of Wealth Advisory Solutions investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Wealth Advisory Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $222k | 820 | 270.59 |
| 2025-03-31 | $279k | 532 | 523.75 |
| 2024-12-31 | $9.0M | 18k | 505.86 |
| 2024-09-30 | $11M | 18k | 584.68 |
| 2024-06-30 | $11M | 22k | 509.26 |
| 2024-03-31 | $9.6M | 19k | 494.70 |
| 2023-12-31 | $9.6M | 18k | 526.47 |
| 2023-09-30 | $18M | 35k | 504.18 |
| 2023-06-30 | $8.5M | 18k | 480.63 |
| 2023-03-31 | $4.4M | 9.3k | 472.57 |
| 2022-12-31 | $5.3M | 10k | 530.18 |
| 2022-09-30 | $5.2M | 10k | 504.99 |
| 2022-06-30 | $5.3M | 10k | 513.63 |
| 2022-03-31 | $6.0M | 12k | 509.97 |
| 2021-09-30 | $4.9M | 13k | 390.71 |
| 2021-06-30 | $5.3M | 13k | 400.44 |
| 2021-03-31 | $5.0k | 13k | 0.38 |
| 2020-12-31 | $6.0M | 17k | 350.63 |
| 2020-09-30 | $5.3M | 17k | 311.75 |
| 2020-06-30 | $5.1M | 17k | 294.89 |
| 2020-03-31 | $4.4M | 18k | 249.37 |
| 2019-12-31 | $5.9M | 20k | 293.98 |