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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Quarterly reported holdings in UnitedHealth by Fortress Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $647k | 1.5k | 420.74 |
| 2025-03-31 | $579k | 1.4k | 409.16 |
| 2024-12-31 | $803k | 1.5k | 548.36 |
| 2024-09-30 | $818k | 1.4k | 565.31 |
| 2024-06-30 | $824k | 1.5k | 554.68 |
| 2024-03-31 | $640k | 1.3k | 506.89 |
| 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 |