UnitedHealth shares owned by WT Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by WT Wealth Management
from 13F filings
Historical chart of WT Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by WT Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by WT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 7.4k | 345.30 |
| 2025-06-30 | $2.4M | 7.8k | 311.97 |
| 2023-09-30 | $1.3M | 2.6k | 504.22 |
| 2023-06-30 | $1.2M | 2.4k | 480.54 |
| 2023-03-31 | $1.2M | 2.5k | 472.62 |
| 2022-12-31 | $1.3M | 2.5k | 530.24 |
| 2022-09-30 | $1.3M | 2.5k | 505.01 |
| 2022-06-30 | $1.3M | 2.5k | 513.57 |