UnitedHealth shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $803k | 2.3k | 345.30 |
| 2025-06-30 | $433k | 1.4k | 311.97 |
| 2025-03-31 | $718k | 1.4k | 523.75 |
| 2024-12-31 | $694k | 1.4k | 505.86 |
| 2024-09-30 | $802k | 1.4k | 584.68 |
| 2024-06-30 | $699k | 1.4k | 509.26 |
| 2024-03-31 | $678k | 1.4k | 494.70 |