UnitedHealth shares owned by Chas. P. Smith & Associates, PA, CPA's
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Chas. P. Smith & Associates, PA, CPA's
from 13F filings
Historical chart of Chas. P. Smith & Associates, PA, CPA's investment in UnitedHealth
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All positions including UnitedHealth held by Chas. P. Smith & Associates, PA, CPA's consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Chas. P. Smith & Associates, PA, CPA's
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 83k | 345.30 |
| 2025-06-30 | $36M | 114k | 311.97 |
| 2025-03-31 | $52M | 99k | 523.75 |
| 2024-12-31 | $49M | 98k | 505.86 |
| 2024-09-30 | $57M | 97k | 584.68 |
| 2024-06-30 | $51M | 100k | 509.26 |
| 2024-03-31 | $49M | 100k | 494.70 |
| 2023-12-31 | $51M | 98k | 526.47 |
| 2023-09-30 | $49M | 97k | 504.19 |
| 2023-06-30 | $47M | 97k | 480.64 |
| 2023-03-31 | $45M | 95k | 472.58 |
| 2022-12-31 | $50M | 95k | 530.18 |
| 2022-09-30 | $48M | 95k | 505.04 |
| 2022-06-30 | $48M | 94k | 513.63 |
| 2022-03-31 | $47M | 92k | 509.98 |
| 2021-12-31 | $35M | 70k | 502.14 |
| 2021-09-30 | $27M | 70k | 390.74 |
| 2021-06-30 | $27M | 67k | 400.44 |
| 2021-03-31 | $24M | 65k | 372.06 |
| 2020-12-31 | $22M | 62k | 350.67 |
| 2020-09-30 | $19M | 59k | 311.77 |
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