UnitedHealth shares owned by West Wealth Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by West Wealth Group
from 13F filings
Historical chart of West Wealth Group investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by West Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by West Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $287k | 793 | 361.31 |
| 2025-03-31 | $462k | 882 | 523.27 |
| 2024-12-31 | $433k | 855 | 506.26 |
| 2024-09-30 | $494k | 845 | 584.71 |
| 2024-06-30 | $423k | 830 | 509.43 |
| 2024-03-31 | $403k | 814 | 494.83 |
| 2023-12-31 | $428k | 812 | 526.72 |
| 2023-09-30 | $412k | 818 | 504.02 |
| 2023-06-30 | $286k | 596 | 480.54 |
| 2023-03-31 | $281k | 595 | 472.48 |