UnitedHealth shares owned by Aspen Wealth Strategies
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Aspen Wealth Strategies
from 13F filings
Historical chart of Aspen Wealth Strategies investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Aspen Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $490k | 1.4k | 345.22 |
| 2025-06-30 | $497k | 1.6k | 311.91 |
| 2025-03-31 | $914k | 1.7k | 523.66 |
| 2024-12-31 | $898k | 1.8k | 505.77 |
| 2024-09-30 | $1.0M | 1.8k | 584.58 |
| 2024-06-30 | $1.1M | 1.9k | 573.19 |
| 2024-03-31 | $964k | 1.9k | 494.62 |
| 2023-12-31 | $966k | 1.8k | 526.38 |
| 2023-09-30 | $929k | 1.8k | 504.10 |
| 2023-06-30 | $879k | 1.8k | 480.56 |
| 2023-03-31 | $846k | 1.8k | 472.51 |
| 2022-12-31 | $950k | 1.8k | 530.09 |