UnitedHealth shares owned by Dynasty Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Dynasty Wealth Management
from 13F filings
Historical chart of Dynasty Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Dynasty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $278k | 806 | 345.09 |
| 2025-03-31 | $5.6M | 11k | 519.29 |
| 2024-12-31 | $5.4M | 11k | 505.86 |
| 2024-09-30 | $6.3M | 11k | 584.69 |
| 2024-06-30 | $5.9M | 12k | 509.27 |
| 2024-03-31 | $5.7M | 12k | 494.69 |
| 2018-09-30 | $448k | 1.7k | 266.03 |