UnitedHealth shares owned by Congress Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Congress Asset Management
from 13F filings
Historical chart of Congress Asset Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Congress Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $718k | 2.1k | 345.35 |
| 2025-06-30 | $687k | 2.2k | 312.01 |
| 2025-03-31 | $1.9M | 3.7k | 523.78 |
| 2024-12-31 | $5.1M | 10k | 505.84 |
| 2024-09-30 | $23M | 39k | 584.68 |
| 2024-06-30 | $24M | 47k | 509.26 |
| 2024-03-31 | $33M | 67k | 494.70 |
| 2023-12-31 | $125M | 238k | 526.47 |
| 2023-09-30 | $135M | 267k | 504.19 |
| 2023-06-30 | $129M | 268k | 480.64 |
| 2023-03-31 | $126M | 266k | 472.59 |
| 2022-12-31 | $142M | 268k | 530.18 |
| 2022-09-30 | $138M | 274k | 505.04 |
| 2022-06-30 | $140M | 272k | 513.63 |
| 2022-03-31 | $145M | 284k | 509.97 |
| 2021-12-31 | $152M | 303k | 502.14 |
| 2021-09-30 | $133M | 341k | 390.74 |
| 2021-06-30 | $123M | 308k | 400.44 |
| 2021-03-31 | $114M | 305k | 372.07 |
| 2020-12-31 | $103M | 292k | 350.68 |
| 2020-09-30 | $88M | 283k | 311.77 |
| 2020-06-30 | $81M | 275k | 294.95 |
| 2020-03-31 | $13M | 52k | 249.38 |
| 2019-12-31 | $16M | 54k | 293.97 |
| 2019-09-30 | $12M | 54k | 217.32 |
| 2019-06-30 | $71M | 290k | 244.01 |
| 2019-03-31 | $71M | 288k | 247.26 |
| 2018-12-31 | $74M | 299k | 249.12 |
| 2018-09-30 | $82M | 308k | 266.04 |
| 2018-06-30 | $79M | 322k | 245.34 |
| 2018-03-31 | $71M | 333k | 214.00 |
| 2017-12-31 | $78M | 353k | 220.46 |
| 2017-09-30 | $71M | 365k | 195.85 |
| 2017-06-30 | $71M | 385k | 185.42 |
| 2017-03-31 | $67M | 406k | 164.01 |
| 2016-12-31 | $69M | 434k | 160.04 |
| 2016-09-30 | $71M | 510k | 140.00 |
| 2016-06-30 | $74M | 527k | 141.20 |
| 2016-03-31 | $73M | 565k | 128.90 |
| 2015-12-31 | $70M | 599k | 117.64 |
| 2015-09-30 | $71M | 612k | 116.01 |
| 2015-06-30 | $63M | 519k | 122.00 |
| 2015-03-31 | $76M | 642k | 118.29 |
| 2014-12-31 | $72M | 710k | 101.09 |
| 2014-09-30 | $64M | 743k | 86.25 |
| 2014-06-30 | $63M | 773k | 81.75 |
| 2014-03-31 | $68M | 825k | 81.99 |
| 2013-12-31 | $65M | 866k | 75.30 |
| 2013-09-30 | $63M | 874k | 71.61 |
| 2013-06-30 | $2.8M | 42k | 65.47 |