UnitedHealth shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 11k | 345.30 |
| 2025-06-30 | $3.6M | 12k | 311.97 |
| 2025-03-31 | $21M | 40k | 523.75 |
| 2024-12-31 | $27M | 54k | 505.86 |
| 2024-09-30 | $30M | 52k | 584.68 |
| 2024-06-30 | $27M | 53k | 509.26 |
| 2024-03-31 | $31M | 63k | 494.70 |
| 2023-09-30 | $34M | 68k | 504.19 |
| 2023-06-30 | $34M | 70k | 480.64 |
| 2023-03-31 | $34M | 71k | 472.59 |
| 2022-12-31 | $37M | 69k | 530.18 |
| 2022-09-30 | $35M | 69k | 505.04 |
| 2022-06-30 | $36M | 71k | 513.63 |
| 2022-03-31 | $32M | 62k | 509.96 |
| 2021-12-31 | $31M | 61k | 502.14 |
| 2021-09-30 | $24M | 62k | 390.74 |
| 2021-06-30 | $24M | 61k | 400.44 |
| 2021-03-31 | $22M | 58k | 372.08 |
| 2020-12-31 | $12M | 35k | 350.69 |
| 2020-09-30 | $10M | 33k | 311.76 |
| 2020-06-30 | $8.2M | 28k | 294.93 |
| 2020-03-31 | $3.9M | 16k | 249.39 |
| 2019-12-31 | $5.0M | 17k | 293.99 |
| 2019-09-30 | $3.8M | 18k | 217.33 |
More positions owned by Williams Jones Wealth Management
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