UnitedHealth shares owned by Golden State Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Golden State Wealth Management
from 13F filings
Historical chart of Golden State Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Golden State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $501k | 1.5k | 345.48 |
| 2025-06-30 | $280k | 897 | 312.32 |
| 2025-03-31 | $2.5M | 4.8k | 524.04 |
| 2024-12-31 | $867k | 1.7k | 506.04 |
| 2022-03-31 | $1.3M | 3.6k | 371.86 |
| 2021-12-31 | $2.2M | 4.3k | 502.20 |
| 2021-09-30 | $1.0M | 2.6k | 390.77 |
| 2021-06-30 | $1.1M | 2.7k | 400.60 |
| 2021-03-31 | $1.3M | 3.6k | 371.86 |
| 2020-12-31 | $2.1M | 6.1k | 350.66 |
| 2020-09-30 | $1.4M | 4.6k | 311.80 |
| 2020-06-30 | $1.8M | 5.9k | 294.96 |
| 2020-03-31 | $452k | 1.8k | 249.45 |
| 2019-09-30 | $1.1M | 5.1k | 217.36 |
| 2019-06-30 | $1.5M | 6.1k | 244.03 |
| 2019-03-31 | $1.6M | 6.3k | 247.32 |
More positions owned by Golden State Wealth Management
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