UnitedHealth shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Badgley Phelps Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 13k | 345.30 |
| 2025-06-30 | $5.2M | 17k | 311.97 |
| 2025-03-31 | $26M | 49k | 523.75 |
| 2024-12-31 | $25M | 50k | 505.86 |
| 2024-09-30 | $30M | 52k | 584.68 |
| 2024-03-31 | $27M | 55k | 494.71 |
| 2023-12-31 | $29M | 55k | 526.47 |
| 2023-09-30 | $25M | 50k | 504.20 |
| 2023-06-30 | $24M | 50k | 480.64 |
| 2023-03-31 | $22M | 46k | 472.59 |
| 2022-12-31 | $23M | 44k | 530.18 |
| 2022-09-30 | $22M | 44k | 505.04 |
| 2022-06-30 | $22M | 43k | 513.63 |
| 2022-03-31 | $22M | 43k | 509.98 |
| 2021-12-31 | $22M | 44k | 502.15 |
| 2021-09-30 | $17M | 43k | 390.74 |
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