UnitedHealth shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 5.5k | 494.72 |
| 2023-12-31 | $2.7M | 5.2k | 526.50 |
| 2023-09-30 | $1.6M | 3.2k | 504.21 |
| 2023-06-30 | $1.5M | 3.2k | 480.68 |
| 2023-03-31 | $1.6M | 3.3k | 472.65 |
| 2022-12-31 | $2.1M | 3.9k | 530.14 |
| 2022-09-30 | $1.8M | 3.5k | 505.15 |
| 2022-06-30 | $1.3M | 2.5k | 513.73 |
| 2022-03-31 | $1.1M | 2.1k | 509.90 |
| 2021-12-31 | $997k | 2.0k | 502.01 |
| 2021-09-30 | $650k | 1.7k | 390.86 |
| 2021-06-30 | $581k | 1.5k | 400.41 |
| 2021-03-31 | $596k | 1.6k | 372.27 |
| 2020-12-31 | $350k | 999 | 350.35 |
| 2020-09-30 | $270k | 865 | 312.14 |
| 2020-06-30 | $255k | 864 | 295.14 |
| 2020-03-31 | $169k | 678 | 249.26 |
| 2019-12-31 | $271k | 923 | 293.61 |
| 2019-09-30 | $191k | 877 | 217.79 |
| 2019-06-30 | $238k | 976 | 243.85 |
| 2019-03-31 | $193k | 782 | 246.80 |
| 2018-12-31 | $225k | 902 | 249.45 |
| 2018-09-30 | $240k | 901 | 266.37 |
| 2018-06-30 | $221k | 901 | 245.28 |
| 2018-03-31 | $173k | 808 | 214.11 |
| 2017-12-31 | $201k | 913 | 220.15 |
| 2017-09-30 | $162k | 826 | 196.13 |
| 2017-06-30 | $27k | 147 | 183.67 |
| 2017-03-31 | $24k | 147 | 163.27 |
| 2016-12-31 | $24k | 147 | 163.27 |
| 2016-09-30 | $21k | 147 | 142.86 |
| 2016-06-30 | $21k | 147 | 142.86 |
More positions owned by Wealthcare Advisory Partners
View all positions for Wealthcare Advisory Partners