UnitedHealth shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $232k | 672 | 345.30 |
| 2025-06-30 | $205k | 658 | 311.97 |
| 2025-03-31 | $358k | 684 | 523.75 |
| 2024-12-31 | $313k | 618 | 505.86 |
| 2024-09-30 | $346k | 592 | 584.68 |
| 2024-03-31 | $293k | 592 | 494.70 |
| 2023-12-31 | $308k | 584 | 526.47 |
| 2023-09-30 | $294k | 584 | 504.19 |
| 2023-06-30 | $276k | 574 | 480.64 |
| 2023-03-31 | $271k | 574 | 472.59 |
| 2022-12-31 | $306k | 577 | 530.18 |
| 2022-09-30 | $293k | 580 | 505.17 |
| 2022-06-30 | $289k | 577 | 500.87 |
| 2022-03-31 | $353k | 693 | 509.38 |
| 2021-12-31 | $346k | 689 | 502.18 |
| 2021-09-30 | $262k | 670 | 391.04 |
| 2021-06-30 | $268k | 670 | 400.00 |
More positions owned by One Charles Private Wealth Services
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