UnitedHealth shares owned by Defined Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.4k | 345.30 |
| 2025-06-30 | $1.1M | 3.4k | 311.97 |
| 2025-03-31 | $1.7M | 3.3k | 523.75 |
| 2024-12-31 | $1.7M | 3.3k | 505.86 |
| 2024-09-30 | $1.9M | 3.3k | 584.68 |
| 2024-06-30 | $1.7M | 3.3k | 509.26 |
| 2024-03-31 | $1.6M | 3.3k | 494.70 |
| 2023-12-31 | $1.8M | 3.4k | 526.47 |
| 2023-09-30 | $1.7M | 3.4k | 504.19 |
| 2023-06-30 | $1.6M | 3.4k | 480.64 |
| 2023-03-31 | $1.6M | 3.4k | 472.59 |
| 2022-12-31 | $1.8M | 3.4k | 530.18 |
| 2022-09-30 | $1.7M | 3.4k | 505.04 |
| 2022-06-30 | $1.7M | 3.4k | 513.63 |
| 2022-03-31 | $1.7M | 3.4k | 510.08 |
| 2021-12-31 | $1.7M | 3.4k | 502.07 |
| 2021-09-30 | $1.3M | 3.4k | 390.63 |
| 2021-06-30 | $1.3M | 3.3k | 400.37 |
| 2021-03-31 | $1.2M | 3.3k | 372.16 |
| 2020-12-31 | $1.1M | 3.3k | 350.71 |