UnitedHealth shares owned by Berry Wealth Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Berry Wealth Group
from 13F filings
Historical chart of Berry Wealth Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Berry Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $267k | 772 | 345.30 |
| 2025-06-30 | $1.6M | 5.2k | 311.99 |
| 2025-03-31 | $2.9M | 5.6k | 523.73 |
| 2024-12-31 | $2.9M | 5.7k | 505.82 |
| 2024-09-30 | $3.1M | 5.4k | 584.64 |
| 2024-06-30 | $659k | 1.3k | 509.09 |
| 2024-03-31 | $589k | 1.2k | 494.84 |
| 2023-12-31 | $700k | 1.3k | 526.31 |
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