UnitedHealth shares owned by Wealth Management Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Wealth Management Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Wealth Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 3.0k | 494.64 |
| 2023-12-31 | $1.5M | 2.9k | 526.51 |
| 2023-09-30 | $1.4M | 2.9k | 504.18 |
| 2023-06-30 | $1.2M | 2.6k | 480.57 |
| 2023-03-31 | $1.2M | 2.4k | 472.49 |
| 2022-12-31 | $1.2M | 2.0k | 609.01 |
| 2022-09-30 | $1.1M | 2.0k | 561.00 |
| 2022-06-30 | $1.1M | 2.0k | 565.00 |
| 2022-03-31 | $1.1M | 2.0k | 539.50 |
| 2021-12-31 | $977k | 2.0k | 488.50 |
| 2021-09-30 | $808k | 2.0k | 400.59 |
| 2021-06-30 | $808k | 2.0k | 400.59 |
| 2021-03-31 | $707k | 1.9k | 365.75 |
| 2020-12-31 | $685k | 2.0k | 343.19 |
More positions owned by Wealth Management Partners
View all positions for Wealth Management Partners