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UnitedHealth shares owned by Warren Street Wealth Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Warren Street Wealth Advisors from 13F filings

Historical chart of Warren Street Wealth Advisors investment in UnitedHealth

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All positions including UnitedHealth held by Warren Street Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Warren Street Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $584k 998 584.68
2024-06-30 $511k 1.0k 509.26
2024-03-31 $469k 948 494.70
2023-12-31 $471k 894 526.47
2023-09-30 $395k 783 504.19
2023-06-30 $341k 710 480.64
2023-03-31 $286k 605 472.59
2022-12-31 $336k 634 530.14
2022-09-30 $253k 500 506.00
2022-06-30 $202k 393 513.99