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UnitedHealth shares owned by O'Brien Wealth Partners

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by O'Brien Wealth Partners from 13F filings

Historical chart of O'Brien Wealth Partners investment in UnitedHealth

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All positions including UnitedHealth held by O'Brien Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by O'Brien Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $32k 64 494.70
2023-12-31 $41k 78 526.47
2023-09-30 $29k 57 504.19
2023-06-30 $27k 57 480.63
2023-03-31 $37k 78 472.59
2022-12-31 $56k 105 530.18
2022-09-30 $123k 243 506.17
2022-06-30 $121k 236 512.71
2022-03-31 $92k 189 486.77
2021-12-31 $42k 86 488.37
2021-09-30 $9.0k 22 409.09