UnitedHealth shares owned by Balance Wealth
Historical chart of Balance Wealth investment in UnitedHealth
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All positions including UnitedHealth held by Balance Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Balance Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $379k | 1.1k | 330.06 |
| 2025-09-30 | $433k | 1.3k | 345.20 |
| 2025-06-30 | $313k | 1.0k | 312.02 |
| 2025-03-31 | $428k | 818 | 523.43 |