UnitedHealth shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in UnitedHealth by Principle Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.4M | 7.6k | 584.69 |
2024-06-30 | $3.9M | 7.6k | 509.24 |
2024-03-31 | $3.7M | 7.6k | 494.71 |
2023-12-31 | $4.0M | 7.5k | 526.46 |
2023-09-30 | $3.7M | 7.4k | 504.20 |
2023-06-30 | $3.5M | 7.2k | 480.70 |
2023-03-31 | $3.4M | 7.3k | 472.56 |
2022-12-31 | $3.6M | 6.7k | 530.18 |
2022-09-30 | $3.4M | 6.8k | 504.98 |
2022-06-30 | $3.5M | 6.9k | 513.65 |
2022-03-31 | $3.5M | 6.8k | 510.00 |
2021-12-31 | $3.4M | 6.8k | 502.12 |
2021-09-30 | $2.6M | 6.7k | 390.75 |
2021-06-30 | $2.6M | 6.5k | 400.46 |
2021-03-31 | $2.4M | 6.5k | 372.02 |
2020-12-31 | $2.3M | 6.5k | 350.70 |
2020-09-30 | $1.8M | 5.7k | 311.75 |
2020-06-30 | $1.7M | 5.7k | 294.98 |
2020-03-31 | $1.4M | 5.7k | 249.38 |
2019-12-31 | $1.1M | 3.7k | 294.04 |
2019-09-30 | $813k | 3.7k | 217.32 |
2019-06-30 | $786k | 3.2k | 243.95 |
2019-03-31 | $683k | 2.8k | 247.37 |
2018-12-31 | $599k | 2.4k | 249.06 |