UnitedHealth shares owned by Waldron
Historical chart of Waldron investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Waldron consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $416k | 1.2k | 345.30 |
| 2025-06-30 | $295k | 944 | 311.97 |
| 2025-03-31 | $607k | 1.2k | 523.75 |
| 2024-12-31 | $6.1M | 12k | 505.86 |
| 2024-09-30 | $6.9M | 12k | 584.68 |
| 2024-06-30 | $5.9M | 12k | 509.26 |
| 2024-03-31 | $5.7M | 12k | 494.70 |
| 2023-12-31 | $6.6M | 13k | 526.47 |
| 2023-09-30 | $5.9M | 12k | 504.19 |
| 2023-06-30 | $5.3M | 11k | 480.55 |
| 2023-03-31 | $6.1M | 13k | 472.55 |
| 2022-12-31 | $6.4M | 13k | 504.99 |
| 2022-09-30 | $6.4M | 13k | 504.99 |
| 2022-06-30 | $6.4M | 12k | 513.62 |
| 2022-03-31 | $5.3M | 10k | 509.92 |
| 2021-12-31 | $5.3M | 11k | 502.12 |
| 2021-09-30 | $4.1M | 11k | 390.67 |
| 2021-06-30 | $3.7M | 9.2k | 400.35 |
| 2021-03-31 | $3.5M | 9.3k | 371.97 |
| 2020-12-31 | $3.1M | 9.0k | 350.61 |
| 2020-09-30 | $2.8M | 9.1k | 311.67 |
| 2020-06-30 | $2.6M | 8.7k | 294.93 |
| 2020-03-31 | $2.2M | 8.7k | 249.31 |
| 2019-12-31 | $2.6M | 8.8k | 293.92 |
| 2019-09-30 | $1.6M | 7.6k | 217.20 |
| 2019-06-30 | $926k | 3.8k | 243.88 |
| 2019-03-31 | $1.0M | 4.2k | 247.17 |
| 2018-12-31 | $1.1M | 4.5k | 249.12 |
| 2018-09-30 | $868k | 3.3k | 265.77 |
| 2018-06-30 | $782k | 3.2k | 245.06 |
| 2018-03-31 | $682k | 3.2k | 213.73 |
| 2017-12-31 | $709k | 3.2k | 220.39 |
| 2017-09-30 | $604k | 3.1k | 195.53 |
| 2017-06-30 | $409k | 2.2k | 185.24 |
| 2017-03-31 | $944k | 5.8k | 163.75 |
| 2016-12-31 | $364k | 2.3k | 159.79 |
| 2016-09-30 | $206k | 1.5k | 139.76 |
| 2016-06-30 | $349k | 3.0k | 115.99 |
| 2016-03-31 | $349k | 3.0k | 115.99 |
| 2015-09-30 | $349k | 3.0k | 115.99 |
| 2015-06-30 | $311k | 2.6k | 121.96 |
| 2015-03-31 | $266k | 2.3k | 118.12 |
| 2014-12-31 | $214k | 2.1k | 100.99 |