UnitedHealth shares owned by True Wealth Design
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $178k | 514 | 345.48 |
| 2025-06-30 | $114k | 364 | 311.74 |
| 2025-03-31 | $98k | 187 | 524.09 |
| 2024-12-31 | $72k | 142 | 505.05 |
| 2024-09-30 | $121k | 207 | 584.86 |
| 2024-06-30 | $26k | 50 | 509.26 |
| 2024-03-31 | $25k | 50 | 494.70 |
| 2023-12-31 | $31k | 58 | 526.48 |