UnitedHealth shares owned by JGP Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $223k | 716 | 311.91 |
| 2025-03-31 | $534k | 1.0k | 523.75 |
| 2024-12-31 | $461k | 911 | 505.86 |
| 2024-09-30 | $491k | 840 | 584.68 |
| 2024-06-30 | $381k | 749 | 509.26 |
| 2024-03-31 | $327k | 660 | 494.70 |
| 2023-12-31 | $318k | 604 | 526.47 |
| 2023-09-30 | $279k | 554 | 504.19 |
| 2023-06-30 | $265k | 551 | 480.64 |
| 2023-03-31 | $271k | 574 | 472.59 |
| 2022-12-31 | $287k | 541 | 530.18 |
| 2022-09-30 | $285k | 564 | 505.32 |