UnitedHealth shares owned by Modern Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 4.9k | 345.48 |
| 2025-06-30 | $2.4M | 7.5k | 312.10 |
| 2025-03-31 | $3.7M | 7.0k | 524.01 |
| 2024-12-31 | $3.4M | 6.8k | 504.33 |
| 2024-09-30 | $3.8M | 6.5k | 584.67 |
| 2024-06-30 | $3.1M | 6.1k | 507.48 |
| 2024-03-31 | $2.6M | 5.3k | 494.70 |
| 2023-12-31 | $599k | 1.1k | 526.48 |