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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

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All positions including UnitedHealth held by Waddell & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Waddell & Associates

Quarter filed Position value Share count Share price at filing
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