UnitedHealth shares owned by Whipplewood Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Whipplewood Advisors
from 13F filings
Historical chart of Whipplewood Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Whipplewood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $111k | 320 | 345.30 |
| 2025-06-30 | $306k | 981 | 311.97 |
| 2025-03-31 | $13M | 1.1k | 11522.67 |