UnitedHealth shares owned by WS Portfolio Advisory
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by WS Portfolio Advisory
from 13F filings
Historical chart of WS Portfolio Advisory investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by WS Portfolio Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $56k | 162 | 345.30 |
| 2025-06-30 | $51k | 162 | 311.97 |
| 2025-03-31 | $288k | 612 | 470.69 |
| 2024-12-31 | $1.1M | 2.3k | 505.86 |
| 2024-03-31 | $10M | 20k | 494.70 |
| 2023-12-31 | $13M | 24k | 526.47 |
| 2023-09-30 | $20M | 39k | 504.19 |
| 2023-06-30 | $27M | 56k | 480.64 |
| 2023-03-31 | $16M | 34k | 472.59 |