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
Download as csvQuarterly 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 |