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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

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All positions including UnitedHealth held by Cassia Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Cassia Capital Partners

Quarter filed Position value Share count Share price at filing
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