UnitedHealth shares owned by Invenio Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Invenio Wealth Partners
from 13F filings
Historical chart of Invenio Wealth Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Invenio Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $552k | 1.6k | 345.30 |
| 2025-06-30 | $604k | 1.9k | 311.97 |
| 2025-03-31 | $819k | 1.6k | 523.75 |
| 2024-12-31 | $889k | 1.8k | 505.86 |
| 2024-09-30 | $952k | 1.6k | 584.68 |
| 2024-06-30 | $826k | 1.6k | 509.26 |
| 2024-03-31 | $1.0M | 2.1k | 494.70 |
| 2023-12-31 | $1.3M | 2.4k | 526.39 |
| 2023-09-30 | $1.3M | 2.6k | 504.17 |