UnitedHealth shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $414k | 1.2k | 345.30 |
| 2025-06-30 | $340k | 1.1k | 311.97 |
| 2025-03-31 | $531k | 1.0k | 523.75 |
| 2024-12-31 | $772k | 1.5k | 505.94 |
| 2024-09-30 | $904k | 1.5k | 584.77 |
| 2024-06-30 | $809k | 1.6k | 509.33 |
| 2024-03-31 | $860k | 1.7k | 494.76 |
| 2023-12-31 | $918k | 1.7k | 526.53 |
| 2023-09-30 | $881k | 1.7k | 504.24 |
| 2023-06-30 | $828k | 1.7k | 480.68 |
| 2023-03-31 | $814k | 1.7k | 472.63 |
| 2022-12-31 | $914k | 1.7k | 530.22 |
| 2022-09-30 | $901k | 1.8k | 505.33 |
| 2022-06-30 | $924k | 1.8k | 513.90 |
| 2022-03-31 | $916k | 1.8k | 509.45 |
| 2021-12-31 | $900k | 1.8k | 502.23 |
| 2021-09-30 | $700k | 1.8k | 390.63 |
| 2021-06-30 | $717k | 1.8k | 400.11 |
| 2021-03-31 | $670k | 1.8k | 371.81 |
| 2020-12-31 | $636k | 1.8k | 350.80 |
| 2020-09-30 | $565k | 1.8k | 311.64 |
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