UnitedHealth shares owned by Western Financial Corp
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Western Financial Corp
from 13F filings
Historical chart of Western Financial Corp investment in UnitedHealth
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All positions including UnitedHealth held by Western Financial Corp consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Western Financial Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $4.6M | 13k | 367.07 |
| 2024-03-31 | $992k | 2.0k | 494.63 |
| 2023-12-31 | $1.3M | 2.5k | 526.41 |
| 2023-09-30 | $860k | 1.7k | 504.23 |
| 2023-06-30 | $885k | 1.8k | 480.52 |
| 2023-03-31 | $877k | 1.9k | 472.63 |
| 2022-12-31 | $1.3M | 2.4k | 530.12 |