UnitedHealth shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $698k | 2.6k | 270.67 |
| 2025-12-31 | $772k | 2.3k | 330.17 |
| 2025-09-30 | $784k | 2.3k | 345.33 |
| 2025-06-30 | $738k | 2.3k | 326.17 |
| 2025-03-31 | $1.1M | 2.1k | 523.17 |
| 2024-12-31 | $799k | 1.6k | 502.39 |