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UnitedHealth shares owned by Wellesley Investment Partners

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wellesley Investment Partners from 13F filings

Historical chart of Wellesley Investment Partners investment in UnitedHealth

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All positions including UnitedHealth held by Wellesley Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Wellesley Investment Partners

Quarter filed Position value Share count Share price at filing
2020-09-30 $226k 727 310.87
2018-12-31 $258k 1.0k 249.03
2018-09-30 $275k 1.0k 265.44
2018-06-30 $261k 1.1k 244.61
2018-03-31 $221k 1.0k 213.32

More positions owned by Wellesley Investment Partners

iShares S&P 500 ETF Core S&p500 Etf (IVV)
iShares 7-10 Year Treasury Bond ETF Barclays 7 10 Yr (IEF)
Vanguard Developed Markets ETF Ftse Dev Mkt Etf (VEA)
iShares U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)
Ishares 1-3 Year Treasry 1 3 Yr Treas Bd (SHY)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
iShares Gold Trust ETF Ishares
iShares S&P Mid Cap ETF Core S&p Mcp Etf (IJH)
Powershs Nasdaq-100 ETF Unit Ser 1 (QQQ)
Vanguard Total Stock Mkt ETF Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Apple (AAPL)

View all positions for Wellesley Investment Partners

Top funds holding UnitedHealth

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Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
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View all funds holding UnitedHealth