Wharton Business Group »

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

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Wharton Business Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by Wharton Business Group

Quarter filed Position value Share count Share price at filing
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