UnitedHealth shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Wallace Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $374k | 1.2k | 311.97 |
| 2025-06-30 | $1.2M | 2.3k | 523.75 |
| 2025-03-31 | $1.1M | 2.3k | 505.86 |
| 2024-12-31 | $1.6M | 2.8k | 584.68 |
| 2024-09-30 | $1.4M | 2.8k | 509.26 |
| 2024-06-30 | $1.4M | 2.8k | 509.26 |
| 2024-03-31 | $1.5M | 2.8k | 526.47 |
| 2023-12-31 | $1.4M | 2.9k | 504.19 |
| 2023-09-30 | $1.3M | 2.8k | 480.64 |
| 2023-06-30 | $1.3M | 2.7k | 472.59 |
| 2023-03-31 | $1.3M | 2.7k | 472.59 |
| 2022-12-31 | $971k | 1.8k | 530.18 |
More positions owned by Wallace Advisory Group
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