UnitedHealth shares owned by Washington Trust Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Washington Trust Advisors
from 13F filings
Historical chart of Washington Trust Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Washington Trust Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Washington Trust Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $296k | 858 | 345.30 |
| 2025-06-30 | $271k | 867 | 311.97 |
| 2025-03-31 | $463k | 885 | 523.31 |
| 2024-12-31 | $491k | 971 | 505.86 |
| 2024-09-30 | $478k | 818 | 584.68 |
| 2024-06-30 | $524k | 1.0k | 509.26 |
| 2024-03-31 | $583k | 1.2k | 494.70 |
| 2023-12-31 | $584k | 1.1k | 526.47 |
| 2023-09-30 | $673k | 1.3k | 504.19 |
| 2023-06-30 | $633k | 1.3k | 480.64 |
| 2023-03-31 | $764k | 1.6k | 472.59 |
| 2022-12-31 | $964k | 1.8k | 530.18 |
| 2022-09-30 | $1.4M | 2.8k | 504.56 |
| 2022-06-30 | $1.4M | 2.8k | 513.69 |
| 2022-03-31 | $2.0M | 3.9k | 510.02 |
| 2021-12-31 | $2.2M | 4.4k | 502.24 |
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