UnitedHealth shares owned by Modera Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $21M | 37k | 584.69 |
| 2024-06-30 | $19M | 36k | 509.27 |
| 2024-03-31 | $19M | 38k | 494.70 |
| 2023-12-31 | $20M | 39k | 526.47 |
| 2023-09-30 | $20M | 40k | 504.19 |
| 2023-06-30 | $18M | 38k | 480.64 |
| 2023-03-31 | $2.5M | 5.3k | 472.61 |
| 2022-12-31 | $2.8M | 5.3k | 530.21 |
| 2022-09-30 | $2.7M | 5.3k | 505.12 |
| 2022-06-30 | $2.8M | 5.4k | 513.72 |
| 2022-03-31 | $2.7M | 5.4k | 510.04 |
| 2021-12-31 | $2.7M | 5.3k | 502.08 |
| 2021-09-30 | $510k | 1.3k | 390.51 |
| 2021-06-30 | $558k | 1.4k | 400.29 |
| 2021-03-31 | $528k | 1.4k | 371.83 |
| 2020-12-31 | $487k | 1.4k | 350.86 |