UnitedHealth shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.6M | 4.7k | 330.35 |
| 2025-09-30 | $413k | 1.2k | 345.24 |
| 2025-06-30 | $354k | 1.1k | 311.69 |
| 2025-03-31 | $661k | 1.3k | 523.08 |
| 2024-12-31 | $655k | 1.3k | 506.07 |
| 2024-09-30 | $830k | 1.4k | 584.63 |
| 2024-06-30 | $608k | 1.2k | 509.14 |
| 2024-03-31 | $529k | 1.1k | 494.48 |
| 2023-09-30 | $445k | 883 | 504.32 |
| 2022-12-31 | $258k | 486 | 529.92 |
| 2022-09-30 | $246k | 486 | 506.17 |
| 2022-06-30 | $267k | 520 | 513.46 |
| 2022-03-31 | $260k | 509 | 510.81 |
| 2021-12-31 | $221k | 440 | 502.27 |
More positions owned by Wellspring Financial Advisors
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