UnitedHealth shares owned by Focused Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 6.8k | 345.29 |
| 2025-06-30 | $805k | 2.6k | 312.03 |
| 2025-03-31 | $260k | 497 | 523.54 |
| 2024-12-31 | $273k | 540 | 506.24 |
| 2024-09-30 | $337k | 577 | 584.38 |
| 2024-06-30 | $269k | 527 | 509.52 |
| 2024-03-31 | $261k | 527 | 494.31 |
| 2023-12-31 | $271k | 515 | 526.56 |
| 2023-09-30 | $246k | 488 | 504.04 |
| 2023-06-30 | $234k | 486 | 481.10 |
| 2023-03-31 | $283k | 598 | 472.64 |
| 2022-12-31 | $244k | 460 | 530.01 |
| 2022-09-30 | $178k | 353 | 504.25 |
| 2022-06-30 | $181k | 352 | 514.20 |
| 2022-03-31 | $179k | 351 | 509.97 |
| 2021-12-31 | $179k | 356 | 502.81 |
| 2021-09-30 | $136k | 348 | 390.80 |
| 2021-06-30 | $133k | 333 | 399.40 |
| 2021-03-31 | $124k | 332 | 373.49 |
| 2020-12-31 | $116k | 331 | 350.45 |
| 2020-09-30 | $103k | 330 | 312.12 |
| 2020-06-30 | $79k | 267 | 295.88 |
| 2020-03-31 | $67k | 267 | 250.94 |
| 2019-12-31 | $78k | 266 | 293.23 |
| 2019-09-30 | $61k | 279 | 218.64 |
| 2019-06-30 | $99k | 404 | 245.05 |
| 2019-03-31 | $102k | 414 | 246.38 |
| 2018-12-31 | $103k | 414 | 248.79 |
| 2018-09-30 | $107k | 404 | 264.85 |
| 2018-06-30 | $102k | 414 | 246.38 |
| 2018-03-31 | $86k | 404 | 212.87 |
| 2017-12-31 | $89k | 404 | 220.30 |
| 2017-09-30 | $81k | 416 | 194.71 |
| 2017-06-30 | $77k | 416 | 185.10 |
| 2017-03-31 | $46k | 279 | 164.87 |
| 2016-12-31 | $522k | 3.3k | 159.98 |
| 2016-09-30 | $408k | 2.9k | 140.11 |
| 2016-06-30 | $411k | 2.9k | 141.19 |
| 2016-03-31 | $390k | 3.0k | 128.84 |
| 2015-12-31 | $66k | 565 | 116.81 |
| 2015-09-30 | $59k | 509 | 115.91 |
| 2015-06-30 | $62k | 509 | 121.81 |
| 2015-03-31 | $60k | 509 | 117.88 |
| 2014-12-31 | $51k | 509 | 100.20 |
| 2014-09-30 | $47k | 542 | 86.72 |
| 2014-06-30 | $50k | 609 | 82.10 |
| 2014-03-31 | $42k | 509 | 82.51 |
| 2013-12-31 | $38k | 509 | 74.66 |
| 2013-09-30 | $29k | 404 | 71.78 |