UnitedHealth shares owned by HB Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 45k | 345.30 |
| 2025-06-30 | $15M | 49k | 311.98 |
| 2025-03-31 | $34M | 65k | 523.75 |
| 2024-12-31 | $26M | 52k | 505.88 |
| 2024-09-30 | $30M | 51k | 584.69 |
| 2024-06-30 | $25M | 50k | 509.26 |
| 2024-03-31 | $22M | 45k | 494.71 |
| 2023-12-31 | $21M | 40k | 526.48 |
| 2023-09-30 | $19M | 38k | 504.19 |
| 2023-06-30 | $17M | 36k | 480.63 |
| 2023-03-31 | $16M | 34k | 472.59 |
| 2022-12-31 | $18M | 34k | 530.18 |
| 2022-09-30 | $15M | 30k | 505.03 |
| 2022-06-30 | $15M | 29k | 513.65 |
| 2022-03-31 | $14M | 28k | 509.97 |
| 2021-12-31 | $12M | 24k | 502.16 |
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