UnitedHealth shares owned by Palumbo Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Palumbo Wealth Management
from 13F filings
Historical chart of Palumbo Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Palumbo Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Palumbo Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 4.3k | 322.89 |
| 2025-03-31 | $3.7M | 7.1k | 523.73 |
| 2024-12-31 | $2.8M | 5.5k | 505.85 |
| 2024-09-30 | $2.9M | 4.9k | 584.66 |
| 2024-06-30 | $2.4M | 4.8k | 509.22 |
| 2024-03-31 | $2.0M | 4.0k | 494.74 |
| 2023-12-31 | $1.7M | 3.2k | 526.39 |
| 2023-09-30 | $1.7M | 3.3k | 504.20 |
| 2023-06-30 | $941k | 2.0k | 480.72 |