UnitedHealth shares owned by Wambolt & Associates
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wambolt & Associates
from 13F filings
Historical chart of Wambolt & Associates investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Wambolt & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $355k | 1.1k | 326.18 |
| 2025-03-31 | $3.8M | 7.2k | 523.10 |
| 2024-12-31 | $3.7M | 7.2k | 505.91 |
| 2024-09-30 | $4.9M | 8.5k | 583.28 |
| 2024-03-31 | $3.7M | 7.6k | 489.70 |
| 2023-12-31 | $3.4M | 6.5k | 526.44 |
| 2023-09-30 | $3.1M | 6.1k | 514.60 |
| 2023-06-30 | $2.7M | 5.7k | 480.66 |
| 2023-03-31 | $2.6M | 5.4k | 494.19 |
| 2022-12-31 | $2.4M | 4.5k | 530.15 |
| 2022-09-30 | $2.1M | 4.1k | 504.99 |
| 2022-06-30 | $2.0M | 3.9k | 513.56 |
| 2022-03-31 | $1.8M | 3.5k | 512.74 |
| 2021-12-31 | $1.5M | 3.0k | 502.16 |
| 2021-09-30 | $1.0M | 2.6k | 392.31 |
| 2021-06-30 | $984k | 2.4k | 404.77 |
| 2021-03-31 | $823k | 2.2k | 367.08 |
| 2020-12-31 | $781k | 2.2k | 350.70 |
| 2020-09-30 | $678k | 2.2k | 311.72 |
| 2020-06-30 | $564k | 1.9k | 295.13 |
| 2020-03-31 | $434k | 1.7k | 249.57 |
| 2019-12-31 | $496k | 1.7k | 293.66 |
| 2019-09-30 | $350k | 1.6k | 217.66 |
| 2019-06-30 | $372k | 1.5k | 244.25 |
| 2019-03-31 | $330k | 1.3k | 249.06 |
| 2018-12-31 | $210k | 843 | 249.11 |