Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Wellesley Investment Partners »

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

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

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)

View all positions for Wellesley Investment Partners

Top funds holding UnitedHealth

State Street Corporation

Jpmorgan Chase & Co

Capital World Investors

T. Rowe Price Associates

Wellington Management Company

Geode Capital Management

Capital Research Global Investors

Capital Research and Management Company - Division 3

Legal & General Group

Franklin Resources

Bank of America Corporation

Royal Bank of Canada

View all funds holding UnitedHealth

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z