UnitedHealth shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $273k | 791 | 345.11 |
| 2025-06-30 | $247k | 791 | 311.80 |
| 2025-03-31 | $467k | 892 | 523.49 |
| 2024-12-31 | $440k | 871 | 505.61 |
| 2024-09-30 | $476k | 815 | 584.37 |
| 2024-06-30 | $415k | 815 | 508.99 |
| 2024-03-31 | $404k | 817 | 494.44 |
| 2023-12-31 | $430k | 817 | 526.19 |
| 2023-09-30 | $360k | 715 | 503.88 |
| 2023-06-30 | $343k | 715 | 480.35 |
More positions owned by Cherry Tree Wealth Management
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