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
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Quarterly reported holdings in UnitedHealth by Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 4.3k | 584.66 |
| 2024-06-30 | $2.3M | 4.5k | 509.24 |
| 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 |