UnitedHealth shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 8.7k | 345.32 |
| 2025-06-30 | $2.7M | 8.8k | 311.97 |
| 2025-03-31 | $3.2M | 6.1k | 523.75 |
| 2024-12-31 | $3.3M | 6.6k | 505.86 |
| 2024-09-30 | $3.5M | 6.0k | 584.68 |
| 2024-06-30 | $3.1M | 6.1k | 509.26 |
| 2024-03-31 | $2.7M | 5.6k | 494.70 |
| 2023-12-31 | $2.7M | 5.2k | 526.47 |
| 2023-09-30 | $2.6M | 5.1k | 504.19 |
| 2023-06-30 | $2.4M | 5.0k | 480.64 |
| 2023-03-31 | $2.4M | 5.1k | 472.59 |
| 2022-12-31 | $2.7M | 5.1k | 530.20 |
More positions owned by Cassaday & Co Wealth Management
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