UnitedHealth shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Marks Group Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 48k | 345.30 |
| 2025-06-30 | $6.1M | 20k | 311.97 |
| 2025-03-31 | $10M | 19k | 523.76 |
| 2024-12-31 | $16M | 31k | 505.85 |
| 2024-09-30 | $18M | 31k | 584.68 |
| 2024-06-30 | $16M | 31k | 509.26 |
| 2024-03-31 | $14M | 29k | 494.70 |
| 2023-12-31 | $14M | 27k | 526.47 |
| 2023-09-30 | $14M | 27k | 504.19 |
| 2023-06-30 | $13M | 26k | 480.64 |
| 2023-03-31 | $12M | 26k | 472.59 |
| 2022-12-31 | $13M | 25k | 530.18 |
| 2022-09-30 | $13M | 25k | 506.49 |
| 2022-06-30 | $13M | 25k | 516.13 |
| 2022-03-31 | $15M | 29k | 509.97 |
| 2021-12-31 | $14M | 27k | 508.28 |
| 2021-09-30 | $11M | 27k | 391.75 |
| 2021-06-30 | $11M | 28k | 400.50 |
| 2021-03-31 | $11M | 28k | 371.17 |
| 2020-12-31 | $9.9M | 28k | 350.70 |
| 2020-09-30 | $8.6M | 28k | 311.77 |
| 2020-06-30 | $7.9M | 27k | 295.14 |
| 2020-03-31 | $3.0M | 12k | 245.66 |
| 2019-12-31 | $3.5M | 12k | 293.99 |
More positions owned by Marks Group Wealth Management
View all positions for Marks Group Wealth Management