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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

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All positions including UnitedHealth held by Levy Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Levy Wealth Management Group

Quarter filed Position value Share count Share price at filing
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