UnitedHealth shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Wagner Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $255k | 773 | 330.10 |
| 2022-09-30 | $71k | 141 | 503.55 |
| 2022-06-30 | $98k | 191 | 513.09 |
| 2021-12-31 | $39k | 77 | 506.49 |
| 2021-09-30 | $30k | 66 | 454.55 |
| 2021-06-30 | $22k | 55 | 400.00 |
| 2021-03-31 | $20k | 55 | 363.64 |
| 2018-09-30 | $63k | 237 | 265.82 |
| 2018-06-30 | $25k | 100 | 250.00 |