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UnitedHealth shares owned by Wallace Advisory Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wallace Advisory Group from 13F filings

Historical chart of Wallace Advisory Group investment in UnitedHealth

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All positions including UnitedHealth held by Wallace Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Wallace Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 2.8k 526.47
2023-12-31 $1.4M 2.9k 504.19
2023-09-30 $1.3M 2.8k 480.64
2023-06-30 $1.3M 2.7k 472.59
2023-03-31 $1.3M 2.7k 472.59
2022-12-31 $971k 1.8k 530.18