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UnitedHealth shares owned by Johnson & White Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Johnson & White Wealth Management from 13F filings

Historical chart of Johnson & White Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Johnson & White Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Johnson & White Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 3.5k 345.30
2025-06-30 $661k 2.1k 312.09
2025-03-31 $942k 1.8k 523.92
2024-12-31 $894k 1.8k 504.51
2024-09-30 $991k 1.7k 584.66
2024-06-30 $830k 1.6k 509.20
2024-03-31 $758k 1.5k 494.78
2023-12-31 $769k 1.5k 526.35
2023-09-30 $734k 1.5k 504.12
2023-06-30 $695k 1.4k 480.97
2023-03-31 $675k 1.4k 472.69
2022-09-30 $733k 1.5k 505.17