UnitedHealth shares owned by Wealthstream Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wealthstream Advisors
from 13F filings
Historical chart of Wealthstream Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Wealthstream Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Wealthstream Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $677k | 2.0k | 345.22 |
| 2025-06-30 | $601k | 1.9k | 311.94 |
| 2025-03-31 | $1.0M | 1.9k | 523.82 |
| 2024-12-31 | $981k | 1.9k | 505.93 |
| 2024-09-30 | $1.1M | 1.8k | 584.78 |
| 2024-06-30 | $928k | 1.8k | 509.34 |
| 2024-03-31 | $878k | 1.8k | 494.78 |
| 2023-12-31 | $1.2M | 2.3k | 526.53 |
| 2023-09-30 | $909k | 1.8k | 504.31 |
| 2023-06-30 | $639k | 1.3k | 480.80 |
| 2023-03-31 | $265k | 561 | 472.32 |
| 2022-12-31 | $263k | 496 | 529.84 |
| 2022-09-30 | $242k | 479 | 505.22 |
| 2022-06-30 | $232k | 452 | 513.27 |
| 2022-03-31 | $221k | 433 | 510.39 |