UnitedHealth shares owned by MBL Wealth
Historical chart of MBL Wealth investment in UnitedHealth
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All positions including UnitedHealth held by MBL Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $633k | 1.8k | 345.30 |
| 2025-06-30 | $986k | 3.2k | 311.90 |
| 2025-03-31 | $1.1M | 2.1k | 523.75 |
| 2024-12-31 | $1.2M | 2.3k | 505.86 |
| 2024-09-30 | $1.4M | 2.4k | 584.68 |
| 2024-06-30 | $1.2M | 2.4k | 509.26 |
| 2024-03-31 | $1.3M | 2.5k | 494.70 |
| 2023-12-31 | $1.5M | 2.9k | 526.47 |
| 2023-09-30 | $1.4M | 2.7k | 504.19 |
| 2023-06-30 | $1.3M | 2.7k | 480.64 |
| 2023-03-31 | $1.3M | 2.7k | 472.59 |
| 2022-12-31 | $1.4M | 2.6k | 529.85 |
| 2022-09-30 | $1.3M | 2.6k | 505.64 |
| 2022-06-30 | $1.2M | 2.4k | 514.16 |
| 2022-03-31 | $1.2M | 2.4k | 509.72 |
| 2021-03-31 | $682k | 1.8k | 372.27 |
| 2020-12-31 | $558k | 1.6k | 350.50 |