UnitedHealth shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $24M | 42k | 584.67 |
| 2024-06-30 | $6.2M | 12k | 509.26 |
| 2024-03-31 | $3.5M | 2.5k | 1393.12 |
| 2023-12-31 | $4.1M | 7.8k | 526.47 |
| 2023-09-30 | $406k | 805 | 504.06 |
| 2023-06-30 | $356k | 741 | 480.40 |
| 2023-03-31 | $223k | 471 | 473.07 |
| 2022-12-31 | $258k | 486 | 530.58 |
| 2022-09-30 | $305k | 605 | 504.13 |
| 2022-06-30 | $245k | 453 | 540.84 |
| 2022-03-31 | $225k | 440 | 511.36 |
| 2021-12-31 | $216k | 443 | 487.58 |
More positions owned by Pensionmark Financial Group
View all positions for Pensionmark Financial Group