UnitedHealth shares owned by One Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $534k | 1.5k | 345.32 |
| 2025-06-30 | $413k | 1.3k | 312.00 |
| 2025-03-31 | $2.3M | 4.5k | 523.76 |
| 2024-12-31 | $1.9M | 3.7k | 505.87 |
| 2024-09-30 | $2.1M | 3.6k | 584.70 |
| 2024-06-30 | $2.0M | 3.6k | 558.78 |
| 2024-03-31 | $1.7M | 3.4k | 494.72 |
| 2023-09-30 | $1.1M | 2.2k | 504.22 |
| 2023-06-30 | $1.0M | 2.2k | 480.66 |
| 2023-03-31 | $1.0M | 2.2k | 472.61 |
| 2022-12-31 | $956k | 1.8k | 530.21 |
| 2022-09-30 | $876k | 1.7k | 504.90 |
| 2022-06-30 | $945k | 1.8k | 513.87 |
| 2022-03-31 | $924k | 1.8k | 509.93 |
| 2021-12-31 | $627k | 1.2k | 502.40 |
| 2021-09-30 | $485k | 1.2k | 390.50 |
| 2019-03-31 | $4.0k | 15 | 266.67 |
| 2018-12-31 | $281k | 230k | 1.22 |
| 2018-09-30 | $4.0k | 16 | 250.00 |
| 2018-06-30 | $4.0k | 16 | 250.00 |
| 2017-12-31 | $6.0k | 29 | 206.90 |