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UnitedHealth shares owned by Hrt Financial

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

Historical chart of Hrt Financial investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Hrt Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 30k 526.45
2023-09-30 $7.9M 16k 504.16
2023-06-30 $3.9M 8.1k 480.64
2023-03-31 $2.8M 5.9k 472.54
2022-09-30 $3.5M 7.0k 504.92
2022-03-31 $11M 22k 509.95
2021-12-31 $5.1M 10k 502.10
2021-06-30 $88M 219k 400.44
2020-12-31 $15M 43k 350.67
2019-09-30 $2.8M 13k 217.28
2019-06-30 $2.1M 8.4k 243.90
2018-12-31 $498k 2.0k 248.75
2018-06-30 $845k 3.4k 245.21
2018-03-31 $1.4M 6.5k 213.94
2017-12-31 $1.4M 6.5k 220.40
2015-06-30 $558k 4.6k 121.81
2014-12-31 $257k 2.6k 100.74