UnitedHealth shares owned by Peterson Wealth Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Peterson Wealth Services
from 13F filings
Historical chart of Peterson Wealth Services investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Peterson Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Peterson Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 1.2k | 1330.32 |
| 2025-06-30 | $1.4M | 4.4k | 311.98 |
| 2025-03-31 | $2.3M | 4.3k | 523.76 |
| 2024-12-31 | $1.9M | 3.7k | 505.82 |
| 2024-09-30 | $2.1M | 3.7k | 584.63 |
| 2024-06-30 | $457k | 897 | 509.20 |
| 2024-03-31 | $439k | 888 | 494.47 |
| 2023-12-31 | $462k | 878 | 526.18 |
| 2023-09-30 | $436k | 864 | 504.02 |
| 2023-06-30 | $407k | 847 | 480.53 |
| 2023-03-31 | $397k | 840 | 472.37 |
| 2022-12-31 | $322k | 608 | 529.92 |
| 2022-09-30 | $309k | 612 | 504.90 |
| 2022-06-30 | $292k | 568 | 514.08 |
| 2022-03-31 | $279k | 547 | 510.05 |
| 2021-12-31 | $241k | 479 | 503.13 |