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UnitedHealth shares owned by MBL Wealth

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by MBL Wealth from 13F filings

Historical chart of MBL Wealth investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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
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