UnitedHealth shares owned by Merit Financial Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9M | 26k | 345.30 |
| 2025-06-30 | $8.1M | 26k | 311.97 |
| 2025-03-31 | $11M | 21k | 523.74 |
| 2024-12-31 | $7.5M | 15k | 505.86 |
| 2024-09-30 | $5.0M | 8.6k | 584.68 |
| 2024-03-31 | $5.8M | 12k | 492.44 |
| 2023-12-31 | $4.8M | 9.1k | 526.50 |
| 2023-09-30 | $5.2M | 10k | 504.21 |
| 2023-06-30 | $4.0M | 8.3k | 480.65 |
| 2023-03-31 | $3.1M | 6.6k | 472.62 |
| 2022-12-31 | $3.7M | 6.9k | 530.21 |
| 2022-09-30 | $2.8M | 5.5k | 504.98 |
| 2022-06-30 | $4.0M | 7.7k | 513.60 |
| 2022-03-31 | $871k | 1.7k | 509.95 |
| 2021-12-31 | $643k | 1.3k | 502.34 |
| 2021-09-30 | $547k | 1.4k | 390.99 |
| 2021-06-30 | $508k | 1.3k | 400.32 |
| 2021-03-31 | $488k | 1.3k | 371.95 |
| 2020-12-31 | $500k | 1.4k | 350.39 |
| 2020-09-30 | $365k | 1.2k | 311.97 |
| 2020-06-30 | $301k | 1.0k | 295.10 |
| 2020-03-31 | $262k | 1.1k | 249.52 |
| 2019-12-31 | $312k | 1.1k | 294.34 |