UnitedHealth shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $76k | 219 | 345.30 |
| 2025-06-30 | $110k | 352 | 311.97 |
| 2025-03-31 | $173k | 331 | 523.75 |
| 2024-12-31 | $177k | 349 | 505.86 |
| 2024-09-30 | $194k | 332 | 584.68 |
| 2024-03-31 | $185k | 374 | 494.70 |
| 2023-12-31 | $210k | 398 | 526.47 |
More positions owned by Private Wealth Management Group
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