UnitedHealth shares owned by Mission Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 16k | 345.31 |
| 2025-06-30 | $6.1M | 20k | 311.97 |
| 2025-03-31 | $11M | 22k | 523.74 |
| 2024-12-31 | $11M | 21k | 505.85 |
| 2024-09-30 | $13M | 22k | 584.69 |
| 2024-06-30 | $11M | 22k | 509.27 |
| 2024-03-31 | $13M | 26k | 494.71 |
| 2023-12-31 | $12M | 22k | 526.46 |
| 2023-09-30 | $12M | 23k | 504.19 |
| 2023-06-30 | $11M | 24k | 480.63 |
| 2023-03-31 | $12M | 26k | 472.60 |
| 2022-12-31 | $15M | 28k | 530.18 |
| 2022-09-30 | $14M | 27k | 505.04 |
| 2022-06-30 | $13M | 26k | 513.63 |
| 2022-03-31 | $11M | 22k | 509.98 |
| 2021-12-31 | $14M | 27k | 502.16 |
| 2021-09-30 | $9.0M | 23k | 390.71 |
| 2021-06-30 | $3.4M | 8.4k | 400.43 |
| 2021-03-31 | $3.1M | 8.4k | 372.07 |
| 2020-12-31 | $2.6M | 7.5k | 350.74 |
| 2020-09-30 | $0 | 7.0k | 0.00 |
| 2020-06-30 | $1.6M | 5.5k | 294.99 |
| 2020-03-31 | $1.6M | 6.6k | 249.40 |
| 2019-12-31 | $1.9M | 6.5k | 293.94 |
| 2019-09-30 | $770k | 3.5k | 217.27 |
| 2019-06-30 | $805k | 3.3k | 244.09 |
| 2019-03-31 | $877k | 3.5k | 247.18 |
| 2018-12-31 | $522k | 2.1k | 249.05 |
| 2018-09-30 | $551k | 2.1k | 265.80 |
| 2018-06-30 | $498k | 2.0k | 245.08 |
| 2018-03-31 | $351k | 1.6k | 214.15 |
| 2017-12-31 | $378k | 1.7k | 220.67 |
| 2017-09-30 | $436k | 2.2k | 195.87 |
| 2017-06-30 | $426k | 2.3k | 185.46 |
| 2017-03-31 | $387k | 2.4k | 163.84 |
| 2016-12-31 | $371k | 2.3k | 159.91 |
| 2016-09-30 | $264k | 1.9k | 140.05 |
| 2016-06-30 | $266k | 1.9k | 141.11 |
| 2016-03-31 | $248k | 1.9k | 128.76 |
| 2015-12-31 | $231k | 2.0k | 117.86 |
| 2015-09-30 | $223k | 1.9k | 116.09 |