UnitedHealth shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $203k | 388 | 524.23 |
| 2023-12-31 | $355k | 675 | 526.53 |
| 2023-09-30 | $359k | 712 | 504.23 |
| 2023-03-31 | $213k | 401 | 530.20 |
| 2022-12-31 | $213k | 401 | 530.20 |
| 2022-09-30 | $201k | 397 | 506.30 |
| 2022-06-30 | $204k | 397 | 513.85 |
| 2022-03-31 | $251k | 493 | 509.13 |
| 2021-12-31 | $248k | 493 | 503.04 |
More positions owned by Monticello Wealth Management
View all positions for Monticello Wealth Management