A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 186 shares of UNH stock, worth $61,534. This represents 0.04% of its overall portfolio holdings.

Number of Shares
186
Previous 165 12.73%
Holding current value
$61,534
Previous $86.6 Million 33.96%
% of portfolio
0.04%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

BUY
$274.35 - $599.47 $5,761 - $12,588
21 Added 12.73%
186 $57.2 Million
Q1 2025

May 15, 2025

BUY
$461.52 - $548.18 $52,151 - $61,944
113 Added 217.31%
165 $86.6 Million
Q4 2024

Feb 14, 2025

BUY
$485.52 - $625.25 $25,247 - $32,513
52 New
52 $25.9 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $309B
  • Description
  • UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...
More about UNH
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