UnitedHealth shares owned by Wellington Wealth Strategies
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wellington Wealth Strategies
from 13F filings
Historical chart of Wellington Wealth Strategies investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Wellington Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Wellington Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.9M | 3.6k | 531.18 |
| 2024-09-30 | $2.3M | 4.0k | 564.50 |
| 2024-03-31 | $1.5M | 3.1k | 494.75 |
| 2023-12-31 | $2.3M | 4.4k | 526.48 |
| 2020-12-31 | $2.3M | 4.4k | 526.48 |
More positions owned by Wellington Wealth Strategies
View all positions for Wellington Wealth Strategies