UnitedHealth shares owned by Tolleson Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Tolleson Wealth Management
from 13F filings
Historical chart of Tolleson Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Tolleson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Tolleson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 3.0k | 345.30 |
| 2025-06-30 | $918k | 2.9k | 312.03 |
| 2025-03-31 | $1.5M | 2.9k | 523.79 |
| 2024-12-31 | $1.7M | 3.4k | 505.96 |
| 2024-09-30 | $1.7M | 3.0k | 584.81 |
| 2024-03-31 | $1.5M | 3.0k | 494.78 |
| 2023-12-31 | $1.6M | 3.0k | 526.32 |
| 2023-09-30 | $1.5M | 3.0k | 504.13 |
| 2023-06-30 | $1.4M | 2.9k | 480.63 |
| 2023-03-31 | $1.4M | 2.9k | 472.47 |
| 2022-12-31 | $1.6M | 3.0k | 530.05 |
| 2022-09-30 | $1.5M | 2.9k | 505.10 |
| 2022-06-30 | $1.5M | 2.9k | 513.60 |
| 2022-03-31 | $1.5M | 2.9k | 509.86 |
| 2021-12-31 | $1.5M | 2.9k | 502.04 |
| 2021-09-30 | $1.2M | 2.9k | 390.89 |
| 2021-06-30 | $1.3M | 3.3k | 400.55 |
| 2021-03-31 | $1.2M | 3.3k | 372.09 |
| 2020-12-31 | $1.1M | 3.3k | 350.67 |
| 2020-09-30 | $1.0M | 3.3k | 311.81 |
| 2020-06-30 | $964k | 3.3k | 294.98 |
| 2020-03-31 | $817k | 3.3k | 249.47 |
| 2019-12-31 | $1.1M | 3.7k | 294.09 |
| 2019-09-30 | $710k | 3.3k | 217.26 |
| 2019-06-30 | $797k | 3.3k | 243.88 |
| 2019-03-31 | $808k | 3.3k | 247.25 |
| 2018-12-31 | $814k | 3.3k | 249.08 |
More positions owned by Tolleson Wealth Management
View all positions for Tolleson Wealth Management