UnitedHealth shares owned by Cascade Financial Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cascade Financial Partners
from 13F filings
Historical chart of Cascade Financial Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Cascade Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $693k | 2.0k | 345.29 |
| 2025-06-30 | $252k | 808 | 311.95 |
| 2025-03-31 | $467k | 892 | 523.73 |
| 2024-12-31 | $480k | 948 | 505.84 |
| 2024-09-30 | $535k | 939 | 569.84 |
| 2024-06-30 | $453k | 889 | 509.24 |
More positions owned by Cascade Financial Partners
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