UnitedHealth shares owned by Tower Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Tower Wealth Partners
from 13F filings
Historical chart of Tower Wealth Partners investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Tower Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Tower Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $506k | 966 | 523.75 |
| 2024-12-31 | $556k | 1.1k | 505.86 |
| 2024-09-30 | $606k | 1.0k | 584.68 |
| 2024-06-30 | $533k | 1.0k | 509.26 |
| 2024-03-31 | $519k | 1.1k | 494.70 |
| 2023-12-31 | $513k | 975 | 526.47 |
| 2023-09-30 | $494k | 979 | 504.19 |
| 2023-06-30 | $464k | 965 | 480.64 |
| 2023-03-31 | $459k | 972 | 472.59 |
| 2022-12-31 | $639k | 1.2k | 530.18 |
| 2022-09-30 | $687k | 1.2k | 554.93 |
| 2022-06-30 | $643k | 1.3k | 513.99 |
| 2022-03-31 | $658k | 1.3k | 509.68 |
| 2021-12-31 | $672k | 1.3k | 502.24 |
| 2021-09-30 | $532k | 1.4k | 390.60 |
| 2021-06-30 | $503k | 1.3k | 400.16 |
| 2021-03-31 | $454k | 1.2k | 372.13 |
| 2020-12-31 | $342k | 975 | 350.77 |