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UnitedHealth shares owned by Fortress Wealth Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Fortress Wealth Group from 13F filings

Historical chart of Fortress Wealth Group investment in UnitedHealth

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All positions including UnitedHealth held by Fortress Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Fortress Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $686k 1.3k 536.59
2023-09-30 $606k 1.2k 509.47
2023-06-30 $606k 1.2k 510.87
2023-03-31 $527k 1.1k 472.75
2022-12-31 $659k 1.2k 530.36
2022-09-30 $453k 898 504.45
2022-06-30 $481k 936 513.89
2022-03-31 $508k 996 510.04
2021-12-31 $499k 1.0k 498.50
2021-09-30 $394k 1.0k 390.49
2021-06-30 $383k 956 400.63