UnitedHealth shares owned by Walkner Condon Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Walkner Condon Financial Advisors
from 13F filings
Historical chart of Walkner Condon Financial Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Walkner Condon Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $364k | 1.1k | 345.30 |
| 2025-06-30 | $257k | 822 | 312.01 |
| 2025-03-31 | $466k | 890 | 523.71 |
| 2024-12-31 | $432k | 854 | 505.87 |
| 2024-09-30 | $492k | 841 | 584.62 |
| 2024-06-30 | $394k | 773 | 509.42 |
| 2024-03-31 | $351k | 709 | 494.68 |
| 2023-12-31 | $393k | 747 | 526.46 |
| 2023-09-30 | $277k | 549 | 504.24 |
| 2023-06-30 | $232k | 483 | 480.60 |
| 2023-03-31 | $231k | 488 | 472.41 |
| 2022-12-31 | $206k | 389 | 530.15 |
More positions owned by Walkner Condon Financial Advisors
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