UnitedHealth shares owned by TruWealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $256k | 506 | 506.42 |
| 2024-09-30 | $330k | 564 | 584.91 |
| 2024-06-30 | $313k | 615 | 508.93 |
| 2024-03-31 | $12M | 25k | 494.70 |
| 2023-12-31 | $18M | 35k | 526.47 |
| 2023-09-30 | $18M | 35k | 504.18 |
| 2023-06-30 | $16M | 34k | 480.65 |
| 2023-03-31 | $16M | 34k | 472.59 |
| 2022-12-31 | $17M | 32k | 530.19 |
| 2022-09-30 | $16M | 32k | 505.06 |
| 2022-06-30 | $16M | 31k | 513.63 |
| 2022-03-31 | $12M | 24k | 509.97 |
| 2021-12-31 | $13M | 26k | 502.13 |
| 2021-09-30 | $9.7M | 25k | 390.75 |
| 2021-06-30 | $9.8M | 25k | 400.43 |
| 2021-03-31 | $8.9M | 24k | 372.08 |
| 2020-12-31 | $7.9M | 22k | 350.68 |