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UnitedHealth shares owned by Asset Allocation & Management Company

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Asset Allocation & Management Company from 13F filings

Historical chart of Asset Allocation & Management Company investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Asset Allocation & Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Asset Allocation & Management Company

Quarter filed Position value Share count Share price at filing
2025-03-31 $471k 900 523.33
2024-12-31 $455k 900 505.56
2023-03-31 $464k 981 472.99
2022-12-31 $997k 1.9k 530.04
2022-09-30 $455k 901 504.99
2022-06-30 $462k 900 513.33
2022-03-31 $459k 900 510.00
2021-12-31 $452k 900 502.22