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UnitedHealth shares owned by Ellenbecker Investment Group

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

Historical chart of Ellenbecker Investment Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Ellenbecker Investment Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 4.2k 494.80
2023-12-31 $2.2M 4.1k 526.48
2023-09-30 $2.1M 4.1k 504.11
2023-06-30 $357k 744 479.84
2023-03-31 $322k 682 472.14
2022-12-31 $343k 648 529.32
2022-09-30 $326k 647 503.86
2022-06-30 $311k 606 513.20
2022-03-31 $282k 554 509.03
2021-12-31 $225k 449 501.11