UnitedHealth shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $463k | 1.3k | 345.27 |
| 2025-06-30 | $426k | 1.4k | 312.01 |
| 2024-03-31 | $251k | 506 | 495.12 |
| 2023-12-31 | $453k | 860 | 526.29 |
| 2023-09-30 | $342k | 678 | 503.91 |