Ownership history in PACK Private Wealth, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which PACK Private Wealth, LLC reported a position in UNITEDHEALTH GRP INC (UNH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 9,566 | -3 | -0.0% | 1.44% | $3.2M | $327.56 |
| 2025 Q3 | UNCHANGED | 9,569 | — | 0% | 1.56% | $3.3M | $340.35 |
| 2025 Q2 | ADDED | 9,569 | +3,087 | +47.6% | 1.58% | $3.0M | $305.57 |
| 2025 Q1 | UNCHANGED | 6,482 | — | 0% | 2.02% | $3.4M | $509.39 |
| 2024 Q4 | UNCHANGED | 6,482 | — | 0% | 1.93% | $3.3M | $489.89 |
| 2024 Q3 | REDUCED | 6,482 | -1,000 | -13.4% | 2.15% | $3.8M | $564.06 |
| 2024 Q2 | ADDED | 7,482 | +10 | +0.1% | 2.37% | $3.8M | $489.57 |
| 2024 Q1 | UNCHANGED | 7,472 | — | 0% | 2.32% | $3.7M | $473.56 |
| 2023 Q4 | REDUCED | 7,472 | -2,020 | -21.3% | 2.65% | $3.9M | $501.99 |
| 2023 Q3 | UNCHANGED | 9,492 | — | 0% | 3.65% | $4.9M | $479.11 |
As of 2025 Q4 — sorted by position size