UnitedHealth shares owned by Wealth Management Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 5.2k | 494.70 |
| 2023-12-31 | $6.4M | 12k | 526.47 |
| 2023-09-30 | $2.8M | 5.6k | 504.19 |
| 2023-06-30 | $2.6M | 5.5k | 480.64 |
| 2023-03-31 | $2.7M | 5.6k | 472.59 |
| 2022-12-31 | $2.9M | 5.5k | 530.24 |
| 2022-09-30 | $2.9M | 5.8k | 505.00 |
| 2022-06-30 | $3.2M | 6.3k | 513.60 |
| 2022-03-31 | $7.6M | 15k | 509.94 |
| 2021-12-31 | $8.0M | 16k | 502.11 |
| 2021-09-30 | $6.7M | 17k | 390.75 |
| 2021-06-30 | $6.9M | 17k | 400.45 |
| 2021-03-31 | $6.7M | 18k | 372.06 |
| 2020-12-31 | $6.2M | 18k | 350.67 |
| 2020-09-30 | $4.8M | 15k | 311.74 |
| 2020-06-30 | $2.8M | 9.6k | 294.93 |