UnitedHealth shares owned by Marietta Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Marietta Wealth Management
from 13F filings
Historical chart of Marietta Wealth Management investment in UnitedHealth
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All positions including UnitedHealth held by Marietta Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Marietta Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 22k | 345.29 |
| 2025-06-30 | $6.5M | 21k | 311.97 |
| 2025-03-31 | $9.9M | 19k | 523.74 |
| 2024-12-31 | $8.8M | 17k | 505.85 |
| 2024-09-30 | $9.6M | 16k | 584.67 |
| 2024-06-30 | $8.1M | 16k | 509.25 |
| 2024-03-31 | $7.6M | 15k | 494.69 |
| 2023-12-31 | $7.9M | 15k | 526.46 |
| 2023-09-30 | $7.5M | 15k | 504.18 |
| 2023-06-30 | $7.2M | 15k | 480.63 |
| 2023-03-31 | $6.6M | 14k | 472.58 |
| 2022-12-31 | $6.6M | 13k | 530.17 |
| 2022-09-30 | $6.4M | 13k | 505.03 |
| 2022-06-30 | $6.7M | 13k | 513.63 |
| 2022-03-31 | $6.8M | 13k | 509.93 |
| 2021-12-31 | $6.7M | 13k | 502.16 |
| 2021-09-30 | $5.1M | 13k | 390.77 |
| 2021-06-30 | $4.9M | 12k | 400.39 |
| 2021-03-31 | $4.2M | 11k | 372.09 |
| 2020-12-31 | $3.9M | 11k | 350.67 |
| 2020-09-30 | $3.4M | 11k | 311.75 |
| 2020-06-30 | $3.3M | 11k | 294.93 |
| 2020-03-31 | $2.8M | 11k | 249.33 |
| 2019-12-31 | $3.0M | 10k | 293.99 |
| 2019-09-30 | $2.2M | 10k | 217.36 |
| 2019-06-30 | $2.1M | 8.5k | 244.04 |
| 2019-03-31 | $1.9M | 7.5k | 247.30 |
| 2018-12-31 | $305k | 1.2k | 248.98 |
| 2018-09-30 | $326k | 1.2k | 266.12 |
| 2018-06-30 | $267k | 1.1k | 245.18 |
| 2018-03-31 | $233k | 1.1k | 213.96 |
| 2017-12-31 | $225k | 1.0k | 220.80 |
| 2017-09-30 | $223k | 1.1k | 195.79 |
| 2016-12-31 | $225k | 1.4k | 160.26 |
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