UnitedHealth shares owned by Asset Dedication
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Asset Dedication
from 13F filings
Historical chart of Asset Dedication investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Asset Dedication
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 8.1k | 345.30 |
| 2025-06-30 | $2.9M | 9.1k | 311.98 |
| 2025-03-31 | $5.6M | 11k | 523.76 |
| 2024-12-31 | $5.7M | 11k | 505.85 |
| 2024-09-30 | $8.0M | 14k | 584.70 |
| 2024-06-30 | $7.8M | 15k | 509.28 |
| 2024-03-31 | $7.2M | 15k | 484.97 |
| 2023-12-31 | $7.6M | 14k | 531.93 |
| 2023-09-30 | $7.1M | 14k | 515.36 |
| 2023-06-30 | $6.4M | 14k | 473.99 |
| 2023-03-31 | $6.4M | 14k | 467.75 |
| 2022-12-31 | $7.1M | 13k | 534.63 |
| 2022-09-30 | $6.6M | 13k | 512.79 |
| 2022-06-30 | $6.5M | 13k | 517.96 |
| 2022-03-31 | $6.2M | 12k | 514.98 |
| 2021-12-31 | $6.3M | 12k | 510.33 |
| 2021-09-30 | $4.5M | 12k | 390.17 |
| 2021-06-30 | $4.5M | 11k | 399.16 |
| 2021-03-31 | $3.4M | 9.1k | 370.53 |
| 2020-12-31 | $3.8M | 11k | 349.09 |
| 2020-09-30 | $3.1M | 9.9k | 310.42 |
| 2020-06-30 | $2.9M | 10k | 295.10 |
| 2020-03-31 | $2.3M | 9.3k | 247.04 |
| 2019-12-31 | $3.0M | 10k | 294.00 |
| 2019-09-30 | $2.0M | 9.1k | 218.77 |
| 2019-06-30 | $2.4M | 9.9k | 243.01 |
| 2019-03-31 | $2.3M | 9.5k | 246.22 |
| 2018-12-31 | $2.3M | 9.2k | 247.12 |
| 2018-09-30 | $2.3M | 8.7k | 265.58 |
| 2018-06-30 | $2.4M | 9.7k | 243.76 |
| 2018-03-31 | $2.1M | 9.9k | 214.83 |
| 2017-12-31 | $2.1M | 9.7k | 220.49 |
| 2017-09-30 | $1.7M | 8.5k | 196.76 |
| 2017-06-30 | $1.5M | 8.1k | 184.30 |
| 2017-03-31 | $1.3M | 8.3k | 162.74 |
| 2016-12-31 | $1.3M | 8.3k | 160.21 |
| 2016-09-30 | $794k | 6.2k | 127.49 |
| 2016-06-30 | $794k | 6.2k | 127.49 |
| 2016-03-31 | $803k | 6.2k | 128.93 |
| 2015-12-31 | $883k | 7.5k | 117.65 |