UnitedHealth shares owned by Jamison Private Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Jamison Private Wealth Management
from 13F filings
Historical chart of Jamison Private Wealth Management investment in UnitedHealth
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All positions including UnitedHealth held by Jamison Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Jamison Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.2k | 345.32 |
| 2025-06-30 | $776k | 2.5k | 312.02 |
| 2025-03-31 | $706k | 1.3k | 523.94 |
| 2024-12-31 | $693k | 1.4k | 505.80 |
| 2024-09-30 | $716k | 1.2k | 584.85 |
| 2024-06-30 | $537k | 1.1k | 509.30 |
| 2024-03-31 | $448k | 905 | 494.54 |
| 2023-12-31 | $388k | 737 | 526.18 |
| 2023-09-30 | $358k | 710 | 504.24 |
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