UnitedHealth shares owned by Wealthquest
Historical chart of Wealthquest investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $236k | 450 | 523.75 |
| 2024-12-31 | $238k | 470 | 505.86 |
| 2024-09-30 | $254k | 436 | 583.30 |
| 2024-06-30 | $226k | 444 | 509.26 |
| 2024-03-31 | $210k | 424 | 494.70 |
| 2023-12-31 | $223k | 424 | 526.47 |
| 2023-09-30 | $222k | 440 | 504.19 |
| 2023-06-30 | $204k | 424 | 480.64 |
| 2023-03-31 | $200k | 424 | 472.59 |
| 2022-12-31 | $241k | 454 | 531.09 |
| 2022-09-30 | $237k | 470 | 504.26 |
| 2022-06-30 | $231k | 450 | 513.33 |
| 2022-03-31 | $211k | 421 | 501.19 |
| 2021-12-31 | $211k | 421 | 501.19 |
| 2021-06-30 | $211k | 528 | 399.62 |