UnitedHealth shares owned by Wsfs Capital Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wsfs Capital Management
from 13F filings
Historical chart of Wsfs Capital Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Wsfs Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 31k | 345.30 |
| 2025-06-30 | $9.0M | 29k | 311.97 |
| 2025-03-31 | $16M | 30k | 523.74 |
| 2024-12-31 | $17M | 34k | 505.87 |
| 2024-09-30 | $22M | 38k | 584.69 |
| 2024-06-30 | $20M | 40k | 511.02 |
| 2024-03-31 | $19M | 39k | 494.70 |
| 2023-12-31 | $20M | 38k | 526.47 |
| 2023-09-30 | $18M | 35k | 504.19 |
| 2023-06-30 | $14M | 30k | 480.64 |
| 2023-03-31 | $14M | 30k | 472.59 |
| 2022-12-31 | $16M | 30k | 530.18 |
| 2022-09-30 | $5.9M | 12k | 505.00 |
| 2022-06-30 | $6.1M | 12k | 513.64 |
| 2022-03-31 | $6.9M | 14k | 509.96 |
| 2021-12-31 | $2.3M | 4.7k | 502.25 |
| 2021-09-30 | $1.9M | 4.9k | 390.72 |
| 2021-06-30 | $1.9M | 4.8k | 400.46 |
| 2021-03-31 | $1.9M | 5.1k | 372.14 |
| 2020-12-31 | $1.8M | 5.0k | 350.71 |
| 2020-09-30 | $1.7M | 5.4k | 311.69 |
| 2017-12-31 | $689k | 3.5k | 195.79 |
| 2017-09-30 | $689k | 3.5k | 195.79 |
| 2017-06-30 | $644k | 3.5k | 185.38 |
| 2017-03-31 | $610k | 3.7k | 164.07 |
| 2016-12-31 | $1.7M | 11k | 160.03 |