UnitedHealth shares owned by Concord Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Concord Asset Management
from 13F filings
Historical chart of Concord Asset Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Concord Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Concord Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 5.2k | 345.30 |
| 2025-06-30 | $1.6M | 5.1k | 311.97 |
| 2025-03-31 | $2.2M | 5.1k | 427.97 |
| 2024-12-31 | $3.8M | 7.5k | 505.86 |
| 2024-09-30 | $4.3M | 7.3k | 584.65 |
| 2024-06-30 | $3.3M | 6.6k | 509.28 |
| 2024-03-31 | $2.9M | 5.8k | 494.69 |
| 2023-12-31 | $2.5M | 4.7k | 526.42 |
| 2023-09-30 | $1.5M | 3.0k | 504.26 |
| 2023-06-30 | $1.0M | 2.1k | 480.71 |
| 2023-03-31 | $844k | 1.8k | 472.65 |