UnitedHealth shares owned by Waterfront Wealth
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Waterfront Wealth
from 13F filings
Historical chart of Waterfront Wealth investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Waterfront Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Waterfront Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $490k | 1.8k | 270.59 |
| 2025-06-30 | $818k | 2.6k | 311.98 |
| 2025-03-31 | $1.4M | 2.7k | 523.77 |
| 2024-12-31 | $1.1M | 2.2k | 505.89 |
| 2024-09-30 | $1.2M | 2.1k | 565.84 |
| 2024-06-30 | $1.0M | 2.0k | 509.29 |
| 2024-03-31 | $1.0M | 2.0k | 494.56 |
| 2023-12-31 | $1.0M | 2.0k | 526.50 |
| 2023-09-30 | $990k | 1.9k | 520.55 |
| 2023-06-30 | $952k | 1.9k | 509.92 |
| 2023-03-31 | $758k | 1.6k | 472.45 |
| 2022-12-31 | $740k | 1.5k | 484.26 |
| 2022-09-30 | $849k | 1.6k | 544.58 |
| 2022-06-30 | $654k | 1.3k | 513.34 |
| 2022-03-31 | $420k | 774 | 542.64 |