UnitedHealth shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in UnitedHealth
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All positions including UnitedHealth held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 6.8k | 345.30 |
| 2025-06-30 | $3.0M | 9.5k | 311.98 |
| 2025-03-31 | $5.3M | 10k | 523.77 |
| 2024-12-31 | $5.3M | 10k | 505.87 |
| 2024-09-30 | $6.4M | 11k | 584.69 |
| 2024-06-30 | $5.9M | 12k | 509.24 |
| 2024-03-31 | $6.1M | 12k | 494.70 |
| 2023-12-31 | $6.5M | 12k | 526.47 |
| 2023-09-30 | $5.1M | 10k | 504.19 |
| 2023-06-30 | $6.4M | 13k | 480.63 |
| 2023-03-31 | $3.6M | 7.6k | 472.60 |
| 2022-12-31 | $4.1M | 7.6k | 530.18 |
| 2022-09-30 | $4.0M | 8.0k | 505.05 |
| 2022-06-30 | $3.8M | 7.4k | 513.64 |
| 2022-03-31 | $3.8M | 7.5k | 510.03 |
| 2021-12-31 | $4.1M | 8.1k | 502.10 |
| 2021-09-30 | $3.3M | 8.4k | 390.73 |
| 2021-06-30 | $3.3M | 8.3k | 400.46 |
| 2021-03-31 | $3.5M | 9.5k | 372.04 |
| 2020-12-31 | $3.6M | 10k | 350.67 |
| 2020-09-30 | $3.3M | 11k | 311.74 |
| 2020-06-30 | $3.7M | 13k | 294.94 |
| 2020-03-31 | $1.7M | 6.7k | 249.33 |
| 2019-12-31 | $2.0M | 6.9k | 293.98 |
| 2019-09-30 | $1.3M | 6.0k | 217.32 |
| 2019-06-30 | $611k | 2.5k | 243.91 |
More positions owned by Connecticut Wealth Management
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