UnitedHealth shares owned by Benedict Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Benedict Financial Advisors
from 13F filings
Historical chart of Benedict Financial Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Benedict Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Benedict Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $370k | 1.1k | 345.38 |
| 2025-06-30 | $343k | 1.1k | 312.02 |
| 2025-03-31 | $580k | 1.1k | 523.66 |
| 2024-12-31 | $539k | 1.1k | 505.81 |
| 2024-09-30 | $618k | 1.1k | 584.90 |
| 2024-06-30 | $536k | 1.1k | 509.06 |
| 2024-03-31 | $531k | 1.1k | 494.78 |
| 2023-12-31 | $457k | 867 | 526.69 |
| 2023-09-30 | $436k | 864 | 504.44 |
| 2023-06-30 | $294k | 612 | 480.26 |
| 2023-03-31 | $288k | 609 | 472.69 |
| 2022-12-31 | $322k | 607 | 530.21 |
| 2022-09-30 | $306k | 605 | 505.79 |
| 2022-06-30 | $310k | 603 | 514.10 |
| 2022-03-31 | $307k | 601 | 510.82 |
| 2021-12-31 | $301k | 600 | 501.67 |
| 2021-09-30 | $234k | 598 | 391.30 |
| 2021-06-30 | $275k | 686 | 400.87 |
| 2021-03-31 | $281k | 756 | 371.69 |
| 2020-12-31 | $239k | 681 | 350.95 |
| 2020-09-30 | $212k | 679 | 312.22 |
More positions owned by Benedict Financial Advisors
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