UnitedHealth shares owned by Winthrop Advisory Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Winthrop Advisory Group
from 13F filings
Historical chart of Winthrop Advisory Group investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Winthrop Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Winthrop Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $502k | 1.5k | 345.31 |
| 2025-06-30 | $482k | 1.5k | 311.98 |
| 2025-03-31 | $621k | 1.2k | 523.72 |
| 2024-12-31 | $658k | 1.3k | 505.94 |
| 2024-09-30 | $742k | 1.3k | 584.47 |
| 2024-06-30 | $674k | 1.3k | 509.28 |
| 2024-03-31 | $618k | 1.2k | 494.64 |
| 2023-12-31 | $664k | 1.3k | 526.32 |
| 2023-09-30 | $565k | 1.1k | 504.19 |
| 2023-06-30 | $538k | 1.1k | 480.75 |
| 2023-03-31 | $443k | 938 | 472.56 |
| 2022-12-31 | $490k | 924 | 529.91 |
| 2022-09-30 | $474k | 938 | 505.33 |
| 2022-06-30 | $486k | 947 | 513.20 |
| 2022-03-31 | $486k | 953 | 509.97 |
| 2021-12-31 | $471k | 937 | 502.67 |
| 2021-09-30 | $311k | 797 | 390.21 |
| 2021-06-30 | $404k | 1.0k | 400.40 |
| 2021-03-31 | $470k | 1.3k | 372.13 |
| 2020-12-31 | $405k | 1.2k | 350.65 |
| 2020-09-30 | $269k | 863 | 311.70 |
| 2020-06-30 | $258k | 867 | 297.58 |
| 2020-03-31 | $216k | 866 | 249.42 |
| 2019-12-31 | $290k | 988 | 293.52 |
| 2019-06-30 | $224k | 919 | 243.74 |