UnitedHealth shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in UnitedHealth
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All positions including UnitedHealth held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $61M | 186k | 330.11 |
| 2025-09-30 | $63M | 183k | 345.30 |
| 2025-06-30 | $53M | 171k | 311.97 |
| 2025-03-31 | $90M | 171k | 523.75 |
| 2024-12-31 | $89M | 176k | 505.86 |
| 2024-09-30 | $104M | 177k | 584.68 |
| 2024-06-30 | $90M | 177k | 509.26 |
| 2024-03-31 | $87M | 176k | 494.70 |
| 2023-12-31 | $87M | 165k | 524.90 |
| 2023-09-30 | $83M | 164k | 504.19 |
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