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UnitedHealth shares owned by Elmwood Wealth Management

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

Historical chart of Elmwood Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Elmwood Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 5.1k 526.47
2023-09-30 $3.2M 6.3k 504.19
2023-06-30 $3.1M 6.4k 480.64
2023-03-31 $3.1M 6.5k 472.59
2022-12-31 $3.5M 6.5k 530.18
2022-09-30 $3.3M 6.6k 505.09
2022-06-30 $3.3M 6.5k 513.59
2022-03-31 $3.3M 6.5k 509.99
2021-12-31 $3.2M 6.4k 502.19
2021-06-30 $2.6M 6.4k 400.40
2021-03-31 $2.4M 6.4k 372.01
2020-09-30 $1.8M 6.2k 295.03
2020-06-30 $1.8M 6.2k 295.03
2020-03-31 $1.8M 8.5k 214.01
2019-12-31 $2.2M 7.3k 293.99
2019-09-30 $1.6M 7.3k 217.32
2019-06-30 $1.8M 7.3k 243.99
2019-03-31 $1.8M 7.3k 247.31
2018-12-31 $2.0M 7.9k 249.09
2018-09-30 $2.2M 8.1k 266.03
2018-06-30 $2.0M 8.2k 245.36
2018-03-31 $1.8M 8.5k 214.01