UnitedHealth shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Tradition 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 Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 19k | 345.30 |
| 2025-06-30 | $5.5M | 18k | 311.98 |
| 2025-03-31 | $8.5M | 16k | 523.74 |
| 2024-12-31 | $8.2M | 16k | 505.85 |
| 2024-09-30 | $9.6M | 16k | 584.69 |
| 2024-06-30 | $8.5M | 17k | 509.27 |
| 2024-03-31 | $8.2M | 17k | 494.69 |
| 2023-12-31 | $8.5M | 16k | 526.45 |
| 2023-09-30 | $8.4M | 17k | 504.18 |
| 2023-06-30 | $7.8M | 16k | 480.66 |
| 2023-03-31 | $7.2M | 15k | 472.62 |
| 2022-12-31 | $6.6M | 13k | 530.18 |
| 2022-09-30 | $6.8M | 14k | 505.05 |
| 2022-06-30 | $6.6M | 13k | 513.65 |
| 2022-03-31 | $6.4M | 13k | 509.92 |
| 2021-12-31 | $6.2M | 12k | 502.09 |
| 2021-09-30 | $4.8M | 12k | 390.75 |
| 2021-06-30 | $4.8M | 12k | 400.45 |
| 2021-03-31 | $4.0M | 11k | 372.11 |
| 2020-12-31 | $3.5M | 10k | 350.69 |
More positions owned by Tradition Wealth Management
View all positions for Tradition Wealth Management