UnitedHealth shares owned by Waddell & Associates
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Waddell & Associates
from 13F filings
Historical chart of Waddell & Associates investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Waddell & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Waddell & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $678k | 2.0k | 345.37 |
| 2025-06-30 | $521k | 1.7k | 311.91 |
| 2025-03-31 | $528k | 1.0k | 523.96 |
| 2024-12-31 | $510k | 1.0k | 505.61 |
| 2024-09-30 | $588k | 1.0k | 584.96 |
| 2024-06-30 | $512k | 1.0k | 509.50 |
| 2024-03-31 | $473k | 955 | 494.91 |
| 2023-09-30 | $805k | 1.6k | 504.32 |
| 2023-06-30 | $767k | 1.6k | 480.76 |
| 2023-03-31 | $748k | 1.6k | 472.71 |
| 2022-12-31 | $858k | 1.6k | 530.31 |
| 2022-09-30 | $528k | 1.0k | 505.26 |
| 2022-06-30 | $541k | 1.1k | 514.26 |
| 2022-03-31 | $501k | 982 | 510.18 |
| 2021-12-31 | $493k | 982 | 502.04 |
| 2021-09-30 | $384k | 982 | 391.04 |
| 2021-06-30 | $393k | 982 | 400.20 |