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UnitedHealth shares owned by Curated Wealth Partners

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Curated Wealth Partners from 13F filings

Historical chart of Curated Wealth Partners investment in UnitedHealth

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All positions including UnitedHealth held by Curated Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $298k 510 584.68
2024-06-30 $231k 453 509.26
2023-03-31 $348k 736 472.59
2022-12-31 $401k 756 530.18
2022-09-30 $417k 826 505.15
2022-06-30 $445k 867 513.57
2022-03-31 $370k 737 502.65
2021-12-31 $372k 737 504.18
2021-09-30 $286k 732 390.71
2021-06-30 $294k 733 401.09
2021-03-31 $286k 768 372.40
2020-12-31 $264k 753 350.60