UnitedHealth shares owned by Costello Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Costello Asset Management
from 13F filings
Historical chart of Costello Asset Management investment in UnitedHealth
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All positions including UnitedHealth held by Costello Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Costello Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $63k | 181 | 345.30 |
| 2025-06-30 | $165k | 530 | 311.97 |
| 2025-03-31 | $1.5M | 2.8k | 523.75 |
| 2024-12-31 | $3.3M | 6.5k | 505.86 |
| 2024-09-30 | $3.9M | 6.7k | 584.68 |
| 2024-06-30 | $3.4M | 6.6k | 509.26 |
| 2024-03-31 | $3.5M | 7.1k | 494.70 |
| 2023-12-31 | $3.2M | 6.0k | 526.47 |
| 2023-09-30 | $211k | 419 | 504.19 |
| 2021-12-31 | $55k | 110 | 500.00 |
| 2021-09-30 | $47k | 120 | 391.67 |
| 2021-06-30 | $48k | 120 | 400.00 |
| 2021-03-31 | $45k | 120 | 375.00 |
| 2020-12-31 | $42k | 120 | 350.00 |
| 2020-09-30 | $6.0k | 20 | 300.00 |
| 2020-06-30 | $3.0k | 10 | 300.00 |