UnitedHealth shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $443k | 1.3k | 345.30 |
| 2025-06-30 | $572k | 1.8k | 311.93 |
| 2025-03-31 | $997k | 1.9k | 523.63 |
| 2024-12-31 | $931k | 1.8k | 505.97 |
| 2024-09-30 | $1.1M | 1.9k | 584.77 |
| 2024-06-30 | $935k | 1.8k | 509.31 |
| 2024-03-31 | $897k | 1.8k | 494.71 |
| 2023-12-31 | $1.2M | 2.2k | 526.45 |
| 2023-09-30 | $912k | 1.8k | 504.14 |
| 2023-06-30 | $869k | 1.8k | 480.56 |
| 2023-03-31 | $856k | 1.8k | 472.48 |
| 2022-12-31 | $959k | 1.8k | 530.32 |
More positions owned by Mosaic Family Wealth Partners
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