UnitedHealth shares owned by Paragon Private Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Paragon Private Wealth Management
from 13F filings
Historical chart of Paragon Private Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Paragon Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $375k | 1.1k | 345.36 |
| 2025-06-30 | $420k | 1.3k | 311.95 |
| 2025-03-31 | $768k | 1.5k | 523.57 |
| 2024-12-31 | $575k | 1.1k | 505.65 |
| 2024-09-30 | $625k | 1.1k | 584.43 |
| 2024-06-30 | $495k | 972 | 509.02 |
| 2024-03-31 | $517k | 1.0k | 494.70 |
| 2023-12-31 | $549k | 1.0k | 526.47 |
| 2023-09-30 | $450k | 892 | 504.19 |
| 2023-06-30 | $429k | 892 | 480.64 |
| 2023-03-31 | $422k | 892 | 472.59 |
| 2022-12-31 | $469k | 884 | 530.18 |
| 2022-09-30 | $479k | 886 | 540.63 |
| 2022-06-30 | $519k | 1.0k | 513.86 |
| 2022-03-31 | $581k | 1.2k | 489.88 |
| 2021-12-31 | $596k | 1.2k | 502.53 |
More positions owned by Paragon Private Wealth Management
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