UnitedHealth shares owned by waypoint wealth counsel
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by waypoint wealth counsel
from 13F filings
Historical chart of waypoint wealth counsel investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by waypoint wealth counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $604k | 1.7k | 345.35 |
| 2025-06-30 | $337k | 1.1k | 311.97 |
| 2025-03-31 | $567k | 1.1k | 523.75 |
| 2024-12-31 | $451k | 891 | 505.86 |
| 2024-09-30 | $516k | 882 | 584.68 |
| 2024-06-30 | $379k | 743 | 509.63 |
| 2024-03-31 | $376k | 760 | 494.70 |
| 2023-12-31 | $385k | 732 | 526.47 |
| 2023-09-30 | $358k | 709 | 504.38 |
| 2023-03-31 | $330k | 699 | 472.59 |
| 2022-12-31 | $357k | 673 | 530.19 |