UnitedHealth shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by HighMark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $249k | 722 | 345.24 |
| 2025-06-30 | $130k | 417 | 312.18 |
| 2025-03-31 | $178k | 342 | 520.87 |
| 2024-12-31 | $166k | 327 | 505.97 |
| 2024-09-30 | $185k | 317 | 584.79 |
| 2024-06-30 | $155k | 304 | 509.35 |
| 2024-03-31 | $170k | 332 | 512.79 |
| 2023-12-31 | $169k | 320 | 526.53 |
| 2023-09-30 | $161k | 319 | 504.24 |
| 2023-06-30 | $153k | 319 | 480.67 |
| 2023-03-31 | $151k | 319 | 472.61 |
| 2022-12-31 | $9.0k | 17 | 530.35 |
| 2022-09-30 | $7.0k | 13 | 538.46 |
| 2022-06-30 | $7.0k | 13 | 538.46 |
| 2022-03-31 | $23k | 45 | 511.11 |
| 2021-12-31 | $23k | 46 | 500.00 |
| 2021-09-30 | $18k | 46 | 391.30 |
| 2021-06-30 | $22k | 67 | 328.36 |
| 2021-03-31 | $25k | 68 | 367.65 |
| 2020-12-31 | $19k | 55 | 345.45 |
| 2020-09-30 | $11k | 34 | 323.53 |
| 2020-06-30 | $10k | 34 | 294.12 |
| 2020-03-31 | $3.2k | 13 | 249.38 |
| 2019-12-31 | $5.0k | 19 | 263.16 |
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