UnitedHealth shares owned by Berger Financial Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 15k | 345.30 |
| 2025-06-30 | $5.0M | 16k | 311.97 |
| 2025-03-31 | $7.5M | 14k | 523.74 |
| 2024-12-31 | $13M | 25k | 505.87 |
| 2024-09-30 | $14M | 25k | 584.68 |
| 2024-03-31 | $11M | 22k | 494.70 |
| 2023-12-31 | $11M | 21k | 526.46 |
| 2023-09-30 | $11M | 21k | 504.19 |
| 2023-06-30 | $10M | 21k | 480.64 |
| 2023-03-31 | $10M | 21k | 472.59 |
| 2022-12-31 | $11M | 21k | 530.17 |
| 2022-09-30 | $10M | 20k | 505.06 |
| 2022-06-30 | $10M | 19k | 513.60 |
| 2022-03-31 | $9.5M | 19k | 509.97 |
| 2021-12-31 | $4.4M | 8.8k | 502.10 |
| 2021-09-30 | $1.6M | 4.1k | 390.75 |
| 2021-06-30 | $1.7M | 4.1k | 400.58 |
| 2021-03-31 | $1.5M | 4.1k | 372.04 |
| 2020-12-31 | $1.5M | 4.2k | 350.74 |