UnitedHealth shares owned by Wealth Alliance Advisory Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wealth Alliance Advisory Group
from 13F filings
Historical chart of Wealth Alliance Advisory Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Wealth Alliance Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 5.2k | 345.27 |
| 2025-06-30 | $1.6M | 5.0k | 311.98 |
| 2025-03-31 | $2.5M | 4.7k | 523.80 |
| 2024-12-31 | $2.4M | 4.7k | 505.86 |
| 2024-09-30 | $2.7M | 4.7k | 584.63 |
| 2024-06-30 | $2.3M | 4.6k | 509.28 |
| 2024-03-31 | $2.0M | 4.0k | 494.67 |
| 2023-12-31 | $1.7M | 3.2k | 526.55 |
| 2023-09-30 | $1.3M | 2.6k | 504.23 |
| 2023-06-30 | $1.1M | 2.3k | 480.63 |
| 2023-03-31 | $1.2M | 2.5k | 472.54 |
| 2022-12-31 | $1.3M | 2.4k | 530.08 |
| 2022-09-30 | $1.1M | 2.2k | 505.18 |
| 2022-06-30 | $1.1M | 2.2k | 513.67 |
| 2022-03-31 | $1.0M | 2.0k | 510.14 |
| 2021-12-31 | $905k | 1.8k | 502.22 |
| 2021-09-30 | $566k | 1.4k | 390.88 |
| 2021-06-30 | $576k | 1.4k | 400.56 |
| 2021-03-31 | $521k | 1.4k | 371.88 |
| 2020-12-31 | $422k | 1.2k | 350.79 |
| 2020-09-30 | $306k | 983 | 311.29 |
| 2020-06-30 | $251k | 850 | 295.29 |
| 2020-03-31 | $210k | 842 | 249.41 |
| 2019-12-31 | $232k | 788 | 294.42 |
More positions owned by Wealth Alliance Advisory Group
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