UnitedHealth shares owned by Wealth Management Associates
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $450k | 1.3k | 345.20 |
| 2025-06-30 | $228k | 731 | 311.97 |
| 2025-03-31 | $682k | 1.3k | 523.75 |
| 2024-12-31 | $705k | 1.4k | 505.70 |
| 2024-09-30 | $734k | 1.3k | 584.75 |
| 2024-06-30 | $538k | 1.1k | 509.22 |
| 2024-03-31 | $538k | 1.1k | 509.22 |
| 2023-12-31 | $846k | 1.6k | 526.53 |
| 2023-09-30 | $769k | 1.5k | 504.20 |
| 2023-06-30 | $1.0M | 2.1k | 480.58 |
| 2023-03-31 | $1.0M | 2.2k | 472.68 |
| 2022-12-31 | $1.1M | 2.1k | 530.25 |
| 2022-09-30 | $1.3M | 2.5k | 505.09 |
| 2022-06-30 | $1.2M | 2.4k | 513.68 |
| 2022-03-31 | $1.2M | 2.4k | 510.03 |
| 2021-12-31 | $1.1M | 2.1k | 502.14 |
| 2021-09-30 | $1.0M | 2.7k | 390.74 |
| 2021-06-30 | $994k | 2.5k | 400.44 |
| 2021-03-31 | $997k | 2.7k | 372.07 |
| 2020-12-31 | $945k | 2.7k | 350.68 |
| 2020-09-30 | $841k | 2.7k | 311.77 |
| 2020-06-30 | $798k | 2.7k | 294.95 |
| 2020-03-31 | $649k | 2.6k | 249.38 |
| 2019-12-31 | $747k | 2.5k | 293.98 |
| 2019-09-30 | $552k | 2.5k | 217.32 |
More positions owned by Wealth Management Associates
View all positions for Wealth Management Associates