UnitedHealth shares owned by Weatherly Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Weatherly Asset Management
from 13F filings
Historical chart of Weatherly Asset Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Weatherly Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.0M | 12k | 584.69 |
| 2024-06-30 | $6.4M | 13k | 509.27 |
| 2024-03-31 | $6.5M | 13k | 494.70 |
| 2023-12-31 | $7.2M | 14k | 526.48 |
| 2023-09-30 | $7.2M | 14k | 504.19 |
| 2023-06-30 | $7.2M | 15k | 480.63 |
| 2023-03-31 | $7.2M | 15k | 472.58 |
| 2022-12-31 | $8.5M | 16k | 530.19 |
| 2022-09-30 | $8.3M | 16k | 505.02 |
| 2022-06-30 | $8.6M | 17k | 513.62 |
| 2022-03-31 | $8.7M | 17k | 509.95 |
| 2021-12-31 | $8.6M | 17k | 502.12 |
| 2021-09-30 | $6.8M | 18k | 390.73 |
| 2021-06-30 | $7.1M | 18k | 400.47 |
| 2021-03-31 | $6.6M | 18k | 372.06 |
| 2020-12-31 | $6.1M | 18k | 350.67 |
| 2020-09-30 | $5.5M | 18k | 311.78 |
| 2020-06-30 | $5.2M | 18k | 294.96 |
| 2020-03-31 | $4.4M | 18k | 249.36 |
| 2019-12-31 | $5.1M | 17k | 293.98 |
| 2019-09-30 | $3.6M | 17k | 217.29 |
| 2019-06-30 | $4.0M | 16k | 244.01 |
| 2019-03-31 | $3.9M | 16k | 247.25 |
| 2018-12-31 | $3.1M | 12k | 249.14 |
| 2018-09-30 | $904k | 3.4k | 265.96 |
| 2018-06-30 | $412k | 1.7k | 245.38 |
| 2018-03-31 | $216k | 1.0k | 214.07 |
More positions owned by Weatherly Asset Management
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