UnitedHealth shares owned by Mowery & Schoenfeld Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Mowery & Schoenfeld Wealth Management
from 13F filings
Historical chart of Mowery & Schoenfeld Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Mowery & Schoenfeld Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $102k | 295 | 345.30 |
| 2025-06-30 | $114k | 365 | 311.97 |
| 2025-03-31 | $207k | 395 | 523.75 |
| 2024-12-31 | $185k | 365 | 505.86 |
| 2024-09-30 | $171k | 292 | 584.68 |
| 2024-06-30 | $149k | 292 | 509.26 |
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