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UnitedHealth shares owned by Tcfg Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Tcfg Wealth Management from 13F filings

Historical chart of Tcfg Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Tcfg Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $77k 17k 4.56
2025-06-30 $206k 661 312.05
2025-03-31 $344k 656 523.66
2024-12-31 $333k 659 505.65
2024-09-30 $385k 659 584.83