UnitedHealth shares owned by Cassia Capital Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cassia Capital Partners
from 13F filings
Historical chart of Cassia Capital Partners investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Cassia Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Cassia Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $896k | 2.6k | 345.33 |
| 2025-06-30 | $653k | 2.1k | 311.95 |
| 2025-03-31 | $1.0M | 2.0k | 523.63 |
| 2024-12-31 | $940k | 1.9k | 505.98 |
| 2024-09-30 | $772k | 1.3k | 584.68 |
| 2024-06-30 | $721k | 1.4k | 509.26 |
| 2024-03-31 | $622k | 1.3k | 494.70 |
| 2023-12-31 | $511k | 971 | 526.47 |
| 2023-09-30 | $465k | 923 | 504.19 |
| 2023-06-30 | $433k | 901 | 480.64 |
| 2023-03-31 | $272k | 576 | 472.59 |
| 2022-12-31 | $313k | 590 | 530.18 |
| 2022-09-30 | $353k | 699 | 505.01 |
| 2022-06-30 | $354k | 689 | 513.79 |
| 2022-03-31 | $339k | 664 | 510.54 |
| 2021-12-31 | $326k | 650 | 501.54 |
| 2021-09-30 | $2.6M | 6.6k | 390.79 |
| 2021-06-30 | $214k | 535 | 400.00 |