UnitedHealth shares owned by Jessup Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Jessup Wealth Management
from 13F filings
Historical chart of Jessup Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Jessup Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Jessup Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $475k | 1.4k | 345.27 |
| 2025-06-30 | $2.0M | 6.4k | 311.96 |
| 2025-03-31 | $3.3M | 6.4k | 523.71 |
| 2024-12-31 | $597k | 1.2k | 505.96 |
| 2024-09-30 | $7.0M | 12k | 584.67 |
| 2024-06-30 | $3.4M | 6.6k | 509.27 |
| 2024-03-31 | $3.2M | 6.4k | 494.69 |
| 2023-12-31 | $3.5M | 6.6k | 526.44 |
| 2023-09-30 | $3.3M | 6.6k | 504.18 |
| 2023-06-30 | $3.0M | 6.3k | 480.67 |
| 2023-03-31 | $3.2M | 6.8k | 472.62 |
| 2022-12-31 | $9.0M | 17k | 530.17 |