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UnitedHealth shares owned by Aspetuck Financial Management

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

Historical chart of Aspetuck Financial Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Aspetuck Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $330k 1.2k 270.59
2025-12-31 $402k 1.2k 330.11
2025-09-30 $421k 1.2k 345.30
2025-06-30 $391k 1.3k 311.97
2025-03-31 $686k 1.3k 523.75
2024-12-31 $665k 1.3k 505.86

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View all positions for Aspetuck Financial Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
Citadel Advisors
Capital Research Global Investors
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Bank of America Corporation

View all funds holding UnitedHealth