UnitedHealth shares owned by GeoWealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 4.6k | 345.31 |
| 2025-06-30 | $2.4M | 7.7k | 311.98 |
| 2025-03-31 | $5.3M | 10k | 523.82 |
| 2024-12-31 | $5.8M | 12k | 505.90 |
| 2024-09-30 | $7.2M | 12k | 584.70 |
| 2024-06-30 | $5.7M | 11k | 509.27 |
| 2024-03-31 | $4.7M | 9.5k | 494.71 |
| 2023-09-30 | $463k | 918 | 504.36 |
| 2023-06-30 | $360k | 748 | 481.28 |
| 2023-03-31 | $352k | 746 | 471.85 |
| 2022-12-31 | $805k | 1.5k | 530.30 |
| 2022-09-30 | $640k | 1.3k | 506.39 |
| 2022-06-30 | $546k | 1.1k | 513.16 |
| 2022-03-31 | $544k | 1.1k | 510.80 |
| 2021-12-31 | $541k | 1.1k | 501.86 |
| 2021-09-30 | $418k | 1.1k | 391.02 |
| 2021-06-30 | $432k | 1.1k | 400.74 |
| 2021-03-31 | $390k | 1.0k | 373.21 |
| 2020-12-31 | $457k | 1.3k | 353.44 |
| 2019-09-30 | $523k | 2.4k | 217.28 |