UnitedHealth shares owned by Midland Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Midland Wealth Advisors
from 13F filings
Historical chart of Midland Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Midland Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Midland Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $708k | 2.0k | 345.30 |
| 2025-06-30 | $567k | 1.8k | 311.97 |
| 2025-03-31 | $1.1M | 2.1k | 523.75 |
| 2024-12-31 | $1.3M | 2.5k | 505.86 |
| 2024-09-30 | $1.6M | 2.7k | 584.68 |
| 2024-06-30 | $1.4M | 2.8k | 509.26 |
| 2024-03-31 | $1.5M | 3.1k | 494.70 |
| 2023-12-31 | $1.5M | 2.9k | 526.47 |