UnitedHealth shares owned by Family Wealth Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Family Wealth Group
from 13F filings
Historical chart of Family Wealth Group investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Family Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Family Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $494k | 977 | 505.92 |
| 2024-09-30 | $575k | 984 | 584.48 |
| 2024-06-30 | $428k | 840 | 509.43 |