UnitedHealth shares owned by Turtle Creek Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Turtle Creek Wealth Advisors
from 13F filings
Historical chart of Turtle Creek Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Turtle Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Turtle Creek Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 15k | 345.30 |
| 2025-06-30 | $7.2M | 23k | 311.97 |
| 2025-03-31 | $5.0M | 9.5k | 523.75 |
| 2024-09-30 | $1.3M | 2.1k | 584.68 |
| 2024-06-30 | $958k | 1.9k | 509.26 |
| 2024-03-31 | $4.9M | 9.9k | 494.70 |
| 2023-12-31 | $4.4M | 8.4k | 526.47 |
More positions owned by Turtle Creek Wealth Advisors
View all positions for Turtle Creek Wealth Advisors