UnitedHealth shares owned by Triad Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Triad Wealth Partners
from 13F filings
Historical chart of Triad Wealth Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Triad Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 4.3k | 330.10 |
| 2025-09-30 | $1.2M | 3.6k | 345.30 |
| 2025-06-30 | $808k | 2.6k | 311.93 |
| 2025-03-31 | $1.2M | 2.3k | 523.85 |
| 2024-12-31 | $1.2M | 2.4k | 506.00 |
| 2024-06-30 | $863k | 1.7k | 509.25 |
| 2024-03-31 | $679k | 1.4k | 494.70 |