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UnitedHealth shares owned by Novak & Powell Financial Services

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Novak & Powell Financial Services from 13F filings

Historical chart of Novak & Powell Financial Services investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Novak & Powell Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Novak & Powell Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $558k 1.6k 345.36
2025-06-30 $377k 1.2k 312.03
2025-03-31 $630k 1.2k 523.93
2024-12-31 $658k 1.3k 505.72
2024-09-30 $758k 1.3k 584.86
2024-06-30 $658k 1.3k 509.14
2024-03-31 $642k 1.3k 494.83
2023-12-31 $682k 1.3k 526.65