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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

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Quarterly reported holdings in UnitedHealth by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
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