UnitedHealth shares owned by Birch Financial Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Birch Financial Group
from 13F filings
Historical chart of Birch Financial Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Birch Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $721k | 2.1k | 345.38 |
| 2025-06-30 | $469k | 1.5k | 311.92 |
| 2025-03-31 | $284k | 543 | 523.49 |
| 2024-12-31 | $296k | 585 | 506.21 |
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