UnitedHealth shares owned by Levy Wealth Management Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Levy Wealth Management Group
from 13F filings
Historical chart of Levy Wealth Management Group investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Levy Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Levy Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $454k | 892 | 509.01 |
| 2024-03-31 | $528k | 1.0k | 526.56 |
| 2023-12-31 | $528k | 1.0k | 526.56 |
| 2023-09-30 | $504k | 1.0k | 504.13 |
| 2023-06-30 | $479k | 997 | 480.57 |
| 2023-03-31 | $470k | 994 | 472.50 |
| 2022-12-31 | $356k | 671 | 530.30 |
| 2022-09-30 | $338k | 670 | 504.48 |
More positions owned by Levy Wealth Management Group
View all positions for Levy Wealth Management Group