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UnitedHealth shares owned by Private Wealth Strategies

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Private Wealth Strategies from 13F filings

Historical chart of Private Wealth Strategies investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Private Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Private Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.2M 8.3k 509.27
2024-03-31 $4.1M 8.3k 494.69
2023-12-31 $4.4M 8.3k 526.44
2023-09-30 $4.2M 8.3k 504.21
2023-06-30 $4.0M 8.3k 480.64
2023-03-31 $3.9M 8.3k 472.64
2022-12-31 $4.4M 8.3k 530.22
2022-09-30 $4.2M 8.3k 505.12
2022-06-30 $4.2M 8.3k 513.58
2022-03-31 $4.2M 8.3k 509.94
2021-12-31 $4.1M 8.3k 502.18
2021-09-30 $3.2M 8.3k 390.67
2021-06-30 $3.3M 8.2k 400.41
2021-03-31 $3.1M 8.2k 372.10
2020-12-31 $2.9M 8.2k 350.71
2020-09-30 $2.6M 8.2k 311.70
2020-06-30 $2.4M 8.2k 294.93
2020-03-31 $2.1M 8.2k 249.36
2019-12-31 $2.4M 8.2k 293.96