UnitedHealth shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.3k | 345.30 |
| 2025-06-30 | $951k | 3.0k | 311.97 |
| 2025-03-31 | $1.5M | 2.9k | 523.63 |
| 2024-12-31 | $1.4M | 2.9k | 504.36 |
| 2024-09-30 | $1.6M | 2.8k | 584.68 |
| 2024-06-30 | $1.3M | 2.7k | 492.11 |
| 2024-03-31 | $1.2M | 2.4k | 494.70 |
| 2023-12-31 | $1.2M | 2.3k | 504.54 |
| 2023-09-30 | $1.2M | 2.1k | 539.40 |
| 2023-06-30 | $879k | 1.9k | 451.70 |
| 2023-03-31 | $869k | 1.7k | 506.12 |
| 2022-12-31 | $891k | 1.7k | 518.93 |
| 2022-09-30 | $899k | 1.7k | 515.48 |
| 2022-06-30 | $802k | 1.6k | 513.44 |
| 2022-03-31 | $896k | 1.8k | 509.96 |
| 2021-12-31 | $857k | 1.7k | 502.34 |
| 2021-09-30 | $663k | 1.7k | 390.69 |
| 2021-06-30 | $669k | 1.7k | 400.84 |
| 2021-03-31 | $597k | 1.6k | 372.19 |
| 2020-12-31 | $600k | 1.7k | 351.08 |
| 2020-09-30 | $568k | 1.8k | 311.75 |
| 2020-06-30 | $522k | 1.8k | 295.08 |
| 2020-03-31 | $616k | 2.5k | 249.39 |
| 2019-12-31 | $699k | 2.4k | 293.57 |
| 2019-09-30 | $539k | 2.5k | 217.16 |
| 2019-06-30 | $603k | 2.5k | 245.62 |
| 2019-03-31 | $594k | 2.4k | 247.29 |
| 2018-12-31 | $596k | 2.4k | 249.06 |