UnitedHealth shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $15M | 31k | 494.71 |
| 2023-12-31 | $30M | 57k | 526.48 |
| 2023-09-30 | $28M | 55k | 504.20 |
| 2023-06-30 | $26M | 54k | 480.64 |
| 2023-03-31 | $25M | 54k | 472.60 |
| 2022-12-31 | $28M | 53k | 530.19 |
| 2022-09-30 | $27M | 53k | 505.07 |
| 2022-06-30 | $27M | 52k | 513.64 |
| 2022-03-31 | $28M | 55k | 509.97 |
| 2021-12-31 | $27M | 54k | 502.17 |
More positions owned by Congress Wealth Management LLC / DE /
View all positions for Congress Wealth Management LLC / DE /