UnitedHealth shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.3k | 345.26 |
| 2025-06-30 | $930k | 3.0k | 311.99 |
| 2025-03-31 | $1.6M | 3.0k | 523.70 |
| 2024-12-31 | $1.5M | 3.0k | 505.92 |
| 2024-09-30 | $1.8M | 3.0k | 584.63 |
| 2024-06-30 | $1.7M | 3.3k | 509.22 |
| 2024-03-31 | $1.6M | 3.2k | 494.77 |
| 2023-12-31 | $1.7M | 3.2k | 526.45 |
| 2023-09-30 | $1.6M | 3.2k | 504.11 |
| 2023-06-30 | $1.5M | 3.2k | 480.63 |
| 2023-03-31 | $1.5M | 3.1k | 472.58 |
| 2022-12-31 | $1.8M | 3.3k | 530.21 |
| 2022-09-30 | $1.7M | 3.3k | 505.08 |
| 2022-06-30 | $1.7M | 3.3k | 513.60 |
| 2022-03-31 | $1.6M | 3.0k | 510.02 |
| 2021-12-31 | $1.5M | 3.0k | 502.33 |
| 2021-09-30 | $1.2M | 3.0k | 390.78 |
| 2021-06-30 | $1.1M | 2.8k | 400.57 |
| 2021-03-31 | $1.0M | 2.8k | 372.00 |
| 2020-12-31 | $920k | 2.6k | 350.74 |
| 2020-09-30 | $715k | 2.3k | 311.68 |
| 2020-06-30 | $716k | 2.4k | 295.01 |
| 2020-03-31 | $543k | 2.2k | 249.20 |
| 2019-12-31 | $651k | 651 | 1000.00 |
| 2019-09-30 | $529k | 2.4k | 217.52 |
| 2019-06-30 | $725k | 3.0k | 244.03 |
| 2019-03-31 | $674k | 2.7k | 248.53 |
| 2018-12-31 | $745k | 3.0k | 248.66 |
| 2017-06-30 | $471k | 2.5k | 186.24 |
| 2013-06-30 | $5.0k | 80 | 62.50 |
More positions owned by Institute For Wealth Management
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