UnitedHealth shares owned by SMART Wealth
Historical chart of SMART Wealth investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by SMART Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by SMART Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 600 | 345.48 |
| 2024-12-31 | $961k | 1.9k | 505.86 |
| 2024-09-30 | $1.2M | 2.1k | 584.68 |
| 2024-06-30 | $1.1M | 2.2k | 509.26 |
| 2024-03-31 | $1.1M | 2.1k | 494.64 |
| 2023-12-31 | $1.0M | 2.0k | 526.39 |
| 2023-09-30 | $928k | 1.8k | 504.11 |
| 2023-06-30 | $880k | 1.8k | 480.57 |
| 2023-03-31 | $880k | 1.9k | 472.52 |
| 2022-12-31 | $1.0M | 1.9k | 530.10 |