UnitedHealth shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by WMG Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $559k | 1.6k | 345.30 |
| 2025-06-30 | $484k | 1.6k | 311.97 |
| 2025-03-31 | $603k | 1.2k | 523.75 |
| 2024-12-31 | $585k | 1.2k | 505.86 |
| 2023-03-31 | $227k | 480 | 472.55 |
| 2022-12-31 | $579k | 1.1k | 530.18 |
| 2022-09-30 | $228k | 427 | 533.33 |
| 2022-06-30 | $229k | 445 | 513.89 |
| 2022-03-31 | $255k | 500 | 510.00 |