UnitedHealth shares owned by Centric Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 38k | 341.56 |
| 2025-06-30 | $13M | 53k | 250.89 |
| 2025-03-31 | $1.9M | 3.7k | 523.70 |
| 2024-12-31 | $2.2M | 4.4k | 505.83 |
| 2024-09-30 | $4.7M | 7.9k | 596.71 |
| 2024-06-30 | $4.5M | 7.8k | 569.73 |
| 2024-03-31 | $3.6M | 7.5k | 483.71 |
| 2023-12-31 | $3.5M | 7.0k | 502.95 |
| 2023-09-30 | $3.3M | 6.6k | 504.21 |
| 2023-06-30 | $2.8M | 6.1k | 463.07 |
| 2023-03-31 | $2.8M | 5.9k | 472.62 |
| 2022-12-31 | $3.1M | 5.8k | 530.16 |
| 2022-09-30 | $2.8M | 5.6k | 504.98 |
| 2022-06-30 | $3.3M | 6.5k | 513.54 |
| 2022-03-31 | $3.3M | 6.5k | 510.03 |
| 2021-12-31 | $3.3M | 6.5k | 502.08 |
| 2021-09-30 | $2.5M | 6.3k | 390.75 |
| 2021-06-30 | $2.5M | 6.3k | 400.51 |
| 2021-03-31 | $2.4M | 6.4k | 372.07 |
| 2020-12-31 | $2.3M | 6.5k | 350.75 |
| 2020-09-30 | $740k | 3.4k | 216.88 |
| 2020-06-30 | $1.2M | 4.2k | 294.88 |
| 2020-03-31 | $740k | 3.4k | 216.88 |
| 2019-09-30 | $740k | 3.4k | 216.88 |
| 2019-06-30 | $789k | 3.2k | 244.05 |
| 2019-03-31 | $744k | 3.0k | 247.34 |
| 2018-12-31 | $711k | 2.9k | 249.12 |