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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

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

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Quarterly 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