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UnitedHealth shares owned by MOKAN Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by MOKAN Wealth Management from 13F filings

Historical chart of MOKAN Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by MOKAN Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by MOKAN Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $318k 918 346.11
2025-06-30 $2.7M 8.8k 312.01
2025-03-31 $2.8M 5.4k 523.55
2024-12-31 $2.3M 4.6k 506.27