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UnitedHealth shares owned by Accretive Wealth Partners

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Accretive Wealth Partners from 13F filings

Historical chart of Accretive Wealth Partners investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Accretive Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Accretive Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 4.5k 492.43
2023-12-31 $2.3M 4.4k 526.45
2023-09-30 $2.2M 4.4k 504.17
2023-06-30 $2.1M 4.4k 480.62
2023-03-31 $2.1M 4.4k 472.57
2022-12-31 $2.3M 4.3k 530.16
2022-09-30 $2.0M 4.0k 504.91
2022-06-30 $2.0M 4.0k 513.68
2022-03-31 $2.0M 4.0k 510.02
2021-12-31 $2.0M 4.0k 502.11
2021-09-30 $1.5M 3.9k 390.71
2021-06-30 $1.5M 3.8k 400.53
2021-03-31 $1.3M 3.6k 372.05
2020-12-31 $1.2M 3.3k 350.61