UnitedHealth shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 24k | 584.68 |
| 2024-06-30 | $12M | 24k | 509.25 |
| 2024-03-31 | $11M | 22k | 494.89 |
| 2023-09-30 | $7.7M | 15k | 504.19 |
| 2023-06-30 | $7.2M | 15k | 480.62 |
| 2023-03-31 | $5.2M | 11k | 472.63 |
| 2022-12-31 | $6.8M | 13k | 530.16 |
| 2022-09-30 | $6.4M | 13k | 505.01 |
| 2022-06-30 | $6.6M | 13k | 513.63 |
| 2022-03-31 | $6.4M | 13k | 510.00 |
| 2021-12-31 | $6.9M | 14k | 502.14 |
| 2021-09-30 | $5.2M | 13k | 390.74 |
| 2021-06-30 | $5.1M | 13k | 400.49 |
| 2021-03-31 | $4.6M | 12k | 372.07 |
| 2020-12-31 | $3.9M | 11k | 350.65 |
| 2020-09-30 | $3.1M | 10k | 311.71 |
| 2020-06-30 | $2.2M | 7.5k | 294.94 |
| 2020-03-31 | $1.6M | 6.4k | 249.38 |
| 2019-12-31 | $1.8M | 6.2k | 293.98 |
| 2019-09-30 | $1.1M | 4.9k | 217.22 |
| 2019-06-30 | $1.0M | 4.5k | 227.21 |
| 2019-03-31 | $741k | 3.0k | 247.41 |
| 2018-12-31 | $717k | 2.9k | 249.22 |
| 2018-09-30 | $760k | 2.8k | 269.31 |
| 2018-06-30 | $602k | 2.4k | 247.63 |
| 2018-03-31 | $474k | 2.2k | 216.93 |
| 2017-12-31 | $465k | 2.1k | 224.75 |
More positions owned by Integrated Wealth Concepts
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