UnitedHealth shares owned by Wealth Effects
Historical chart of Wealth Effects investment in UnitedHealth
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All positions including UnitedHealth held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 5.3k | 345.29 |
| 2025-06-30 | $1.5M | 4.7k | 311.99 |
| 2025-03-31 | $2.1M | 4.1k | 523.71 |
| 2024-12-31 | $2.2M | 4.4k | 505.84 |
| 2024-09-30 | $2.6M | 4.4k | 584.68 |
| 2024-06-30 | $2.3M | 4.4k | 509.29 |
| 2024-03-31 | $1.7M | 3.5k | 494.75 |
| 2023-12-31 | $1.6M | 3.0k | 526.43 |
| 2023-09-30 | $1.5M | 2.9k | 504.23 |
| 2023-06-30 | $1.4M | 3.0k | 480.59 |
| 2023-03-31 | $1.4M | 3.0k | 472.61 |
| 2022-12-31 | $1.7M | 3.3k | 530.12 |
| 2022-09-30 | $1.8M | 3.6k | 505.16 |
| 2022-06-30 | $1.9M | 3.6k | 513.65 |
| 2022-03-31 | $1.7M | 3.4k | 509.79 |
| 2021-12-31 | $1.7M | 3.4k | 502.22 |