UnitedHealth shares owned by Guardian Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Guardian Wealth Management
from 13F filings
Historical chart of Guardian Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Guardian Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Guardian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $68k | 130 | 526.29 |
| 2024-12-31 | $66k | 130 | 506.77 |
| 2024-09-30 | $75k | 129 | 584.68 |
| 2024-06-30 | $66k | 129 | 511.15 |
| 2024-03-31 | $64k | 129 | 494.98 |
| 2023-12-31 | $68k | 128 | 529.41 |
| 2023-09-30 | $65k | 128 | 505.73 |
| 2023-06-30 | $62k | 128 | 480.75 |
| 2023-03-31 | $60k | 128 | 471.35 |
| 2022-12-31 | $68k | 127 | 531.64 |
| 2022-09-30 | $64k | 127 | 503.94 |
| 2022-06-30 | $65k | 127 | 511.81 |
| 2022-03-31 | $65k | 127 | 511.81 |
| 2021-12-31 | $64k | 127 | 503.94 |
More positions owned by Guardian Wealth Management
View all positions for Guardian Wealth Management