UnitedHealth shares owned by Whelan Financial
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Whelan Financial
from 13F filings
Historical chart of Whelan Financial investment in UnitedHealth
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All positions including UnitedHealth held by Whelan Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Whelan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $262k | 758 | 345.12 |
| 2025-03-31 | $211k | 403 | 523.24 |
| 2024-12-31 | $225k | 445 | 505.42 |