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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

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Quarterly reported holdings in UnitedHealth by Marks Group Wealth Management

Quarter filed Position value Share count Share price at filing
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 $10M 27k 369.44
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