UnitedHealth shares owned by Portside Wealth Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $479k | 1.4k | 345.42 |
| 2025-06-30 | $510k | 1.6k | 311.96 |
| 2025-03-31 | $3.2M | 6.0k | 523.75 |
| 2024-12-31 | $3.3M | 6.6k | 505.84 |
| 2024-09-30 | $5.6M | 9.6k | 584.68 |
| 2024-06-30 | $4.8M | 9.3k | 509.24 |
| 2024-03-31 | $4.8M | 9.6k | 494.73 |
| 2023-12-31 | $5.4M | 10k | 526.50 |
| 2023-09-30 | $5.5M | 11k | 504.32 |
| 2023-06-30 | $5.2M | 11k | 480.66 |