UnitedHealth shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.6M | 19k | 494.70 |
| 2023-12-31 | $10M | 19k | 526.47 |
| 2023-09-30 | $9.6M | 19k | 504.19 |
| 2023-06-30 | $9.2M | 19k | 474.55 |
| 2023-03-31 | $7.5M | 16k | 472.62 |
| 2022-12-31 | $8.3M | 16k | 530.18 |
| 2022-09-30 | $8.0M | 16k | 505.08 |
| 2022-06-30 | $9.5M | 19k | 498.76 |
| 2022-03-31 | $9.5M | 19k | 509.97 |
| 2021-12-31 | $8.1M | 16k | 502.18 |
| 2021-09-30 | $7.1M | 18k | 390.74 |
| 2021-06-30 | $7.3M | 18k | 400.43 |
| 2021-03-31 | $6.7M | 18k | 372.09 |
| 2020-12-31 | $6.2M | 18k | 350.72 |
| 2020-09-30 | $5.5M | 18k | 311.78 |
| 2020-06-30 | $5.3M | 18k | 294.96 |
| 2020-03-31 | $4.5M | 18k | 249.39 |
| 2019-12-31 | $7.7M | 26k | 293.96 |
| 2019-09-30 | $5.8M | 27k | 217.31 |
| 2019-06-30 | $6.6M | 27k | 244.05 |
| 2019-03-31 | $6.5M | 26k | 247.24 |
| 2018-12-31 | $6.2M | 25k | 249.11 |
| 2018-09-30 | $6.7M | 25k | 266.07 |
| 2018-06-30 | $6.1M | 25k | 245.35 |
| 2018-03-31 | $5.3M | 25k | 214.02 |
| 2017-12-31 | $5.5M | 25k | 220.47 |
| 2017-09-30 | $6.1M | 31k | 195.88 |
| 2017-06-30 | $5.7M | 31k | 185.45 |
| 2017-03-31 | $5.1M | 31k | 164.04 |
| 2016-12-31 | $4.9M | 31k | 160.04 |
| 2016-09-30 | $4.4M | 31k | 140.00 |
| 2016-06-30 | $4.4M | 31k | 141.19 |
| 2016-03-31 | $4.1M | 32k | 128.92 |
| 2015-12-31 | $3.6M | 31k | 117.66 |
| 2015-09-30 | $3.6M | 31k | 115.99 |
| 2015-06-30 | $3.6M | 30k | 121.99 |
| 2015-03-31 | $3.5M | 29k | 118.29 |
| 2014-12-31 | $2.9M | 28k | 101.11 |
| 2014-09-30 | $2.4M | 27k | 86.28 |