UnitedHealth shares owned by Wetzel Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wetzel Investment Advisors
from 13F filings
Historical chart of Wetzel Investment Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Wetzel Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Wetzel Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 749 | 345.30 |
| 2025-06-30 | $249k | 799 | 311.97 |
| 2025-03-31 | $365k | 697 | 523.86 |
| 2024-12-31 | $349k | 689 | 505.94 |
| 2024-09-30 | $384k | 657 | 584.73 |
| 2024-06-30 | $248k | 502 | 494.70 |
| 2024-03-31 | $323k | 655 | 493.18 |
| 2023-12-31 | $335k | 637 | 525.90 |
More positions owned by Wetzel Investment Advisors
View all positions for Wetzel Investment Advisors