UnitedHealth shares owned by Ridgecrest Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Ridgecrest Wealth Partners
from 13F filings
Historical chart of Ridgecrest Wealth Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Ridgecrest Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $244k | 707 | 345.18 |
| 2025-06-30 | $221k | 707 | 311.92 |
| 2025-03-31 | $514k | 981 | 523.69 |
| 2024-12-31 | $532k | 1.1k | 506.02 |
| 2024-09-30 | $615k | 1.1k | 584.54 |
| 2024-06-30 | $448k | 879 | 509.41 |
| 2024-03-31 | $437k | 883 | 494.52 |
| 2023-12-31 | $464k | 882 | 526.57 |
| 2023-09-30 | $449k | 891 | 504.02 |
| 2023-06-30 | $437k | 908 | 480.74 |
| 2023-03-31 | $395k | 836 | 472.41 |
| 2022-12-31 | $380k | 716 | 530.18 |
| 2022-09-30 | $362k | 716 | 505.59 |
| 2022-06-30 | $370k | 720 | 513.89 |
| 2022-03-31 | $380k | 745 | 510.07 |
| 2021-12-31 | $382k | 761 | 501.97 |
| 2021-09-30 | $306k | 783 | 390.80 |
| 2021-06-30 | $332k | 830 | 400.00 |
| 2021-03-31 | $300k | 806 | 372.21 |
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