UnitedHealth shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 83k | 345.30 |
| 2025-06-30 | $31M | 100k | 311.97 |
| 2025-03-31 | $51M | 98k | 523.75 |
| 2024-12-31 | $53M | 104k | 505.86 |
| 2024-09-30 | $63M | 107k | 584.68 |
| 2024-06-30 | $57M | 112k | 509.26 |
| 2024-03-31 | $55M | 110k | 494.70 |
| 2023-12-31 | $52M | 98k | 526.47 |
More positions owned by Envestnet Portfolio Solutions
View all positions for Envestnet Portfolio Solutions