UnitedHealth shares owned by M3 Advisory Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by M3 Advisory Group
from 13F filings
Historical chart of M3 Advisory Group investment in UnitedHealth
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All positions including UnitedHealth held by M3 Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by M3 Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $326k | 623 | 523.64 |
| 2024-12-31 | $383k | 757 | 506.06 |
| 2024-09-30 | $592k | 1.0k | 584.79 |
| 2024-06-30 | $494k | 969 | 509.41 |
| 2024-03-31 | $438k | 885 | 494.82 |
| 2023-12-31 | $362k | 687 | 526.25 |