UnitedHealth shares owned by Wharton Business Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wharton Business Group
from 13F filings
Historical chart of Wharton Business Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Wharton Business Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $220k | 530 | 415.38 |
| 2025-03-31 | $264k | 504 | 523.81 |
| 2024-12-31 | $255k | 504 | 505.95 |
| 2024-09-30 | $295k | 504 | 585.32 |
| 2024-06-30 | $257k | 504 | 509.92 |
| 2024-03-31 | $249k | 504 | 494.05 |
| 2023-12-31 | $265k | 504 | 525.79 |
| 2023-09-30 | $506k | 1.0k | 503.98 |
| 2023-06-30 | $483k | 1.0k | 481.08 |
| 2023-03-31 | $474k | 1.0k | 472.11 |
| 2022-12-31 | $532k | 1.0k | 529.88 |
| 2022-09-30 | $507k | 1.0k | 504.98 |
| 2022-06-30 | $516k | 1.0k | 513.94 |
| 2022-03-31 | $504k | 1.0k | 501.99 |
| 2021-12-31 | $504k | 1.0k | 501.99 |
| 2021-09-30 | $392k | 1.0k | 390.44 |
| 2021-06-30 | $402k | 1.0k | 400.40 |
| 2021-03-31 | $374k | 1.0k | 372.51 |
| 2020-12-31 | $352k | 1.0k | 350.60 |
| 2020-09-30 | $307k | 986 | 311.36 |
| 2020-06-30 | $291k | 986 | 295.13 |
| 2020-03-31 | $253k | 1.0k | 249.51 |
| 2019-12-31 | $305k | 1.0k | 294.40 |
| 2019-09-30 | $225k | 1.0k | 217.18 |
| 2019-06-30 | $253k | 1.0k | 244.21 |
| 2019-03-31 | $249k | 1.0k | 247.02 |
| 2018-12-31 | $254k | 1.0k | 249.02 |
| 2018-09-30 | $271k | 1.0k | 265.69 |
| 2018-06-30 | $250k | 1.0k | 245.10 |
| 2018-03-31 | $216k | 1.0k | 214.29 |
| 2017-12-31 | $222k | 1.0k | 220.24 |