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UnitedHealth shares owned by Wealth Effects

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

Historical chart of Wealth Effects investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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
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