UnitedHealth shares owned by Private Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private Wealth Partners investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 2.4k | 584.62 |
| 2024-03-31 | $478k | 966 | 494.93 |
| 2023-12-31 | $246k | 466 | 526.80 |
| 2023-09-30 | $235k | 466 | 504.36 |
| 2023-06-30 | $224k | 466 | 480.65 |
| 2023-03-31 | $220k | 466 | 472.44 |