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UnitedHealth shares owned by Wealth Group

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

Historical chart of Wealth Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $742k 1.3k 584.71
2024-06-30 $636k 1.2k 509.62
2024-03-31 $609k 1.2k 494.32