UnitedHealth shares owned by Wendell David Associates
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wendell David Associates
from 13F filings
Historical chart of Wendell David Associates investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Wendell David Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $235k | 680 | 345.59 |
| 2025-06-30 | $236k | 755 | 312.58 |
| 2025-03-31 | $412k | 787 | 523.51 |
| 2024-12-31 | $398k | 787 | 505.72 |
| 2024-09-30 | $460k | 787 | 584.50 |
| 2024-06-30 | $401k | 787 | 509.53 |
| 2024-03-31 | $389k | 787 | 494.28 |
| 2023-12-31 | $446k | 847 | 526.56 |
| 2023-09-30 | $422k | 837 | 504.18 |
| 2023-06-30 | $422k | 879 | 480.09 |
| 2023-03-31 | $415k | 879 | 472.13 |
| 2022-12-31 | $466k | 879 | 530.15 |
| 2022-09-30 | $436k | 863 | 505.21 |
| 2022-06-30 | $419k | 815 | 514.11 |
| 2022-03-31 | $424k | 832 | 509.62 |
| 2021-12-31 | $418k | 832 | 502.40 |
| 2021-09-30 | $342k | 876 | 390.41 |
| 2021-06-30 | $272k | 679 | 400.59 |
| 2021-03-31 | $257k | 692 | 371.39 |
| 2020-12-31 | $226k | 644 | 350.93 |