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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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All positions including UnitedHealth held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Portside Wealth Group

Quarter filed Position value Share count Share price at filing
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