UnitedHealth shares owned by Diversified Trust Company
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in UnitedHealth
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All positions including UnitedHealth held by Diversified Trust Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 45k | 345.30 |
| 2025-06-30 | $14M | 46k | 311.97 |
| 2025-03-31 | $25M | 48k | 523.75 |
| 2024-12-31 | $25M | 50k | 505.86 |
| 2024-09-30 | $26M | 44k | 584.69 |
| 2024-06-30 | $22M | 42k | 509.27 |
| 2024-03-31 | $22M | 45k | 494.71 |
| 2023-12-31 | $23M | 44k | 526.47 |
| 2023-09-30 | $22M | 44k | 504.19 |
| 2023-06-30 | $21M | 44k | 480.64 |
| 2023-03-31 | $21M | 45k | 472.59 |
| 2022-12-31 | $21M | 40k | 530.18 |
| 2022-09-30 | $20M | 39k | 505.05 |
| 2022-06-30 | $20M | 39k | 513.62 |
| 2022-03-31 | $20M | 39k | 509.96 |
| 2021-12-31 | $16M | 31k | 502.14 |
| 2021-09-30 | $13M | 32k | 390.73 |
| 2021-06-30 | $14M | 35k | 400.43 |
| 2021-03-31 | $13M | 35k | 372.07 |
| 2020-12-31 | $13M | 36k | 350.69 |
| 2020-09-30 | $11M | 37k | 311.76 |
| 2020-06-30 | $10M | 35k | 294.94 |
| 2020-03-31 | $9.5M | 38k | 249.38 |
| 2019-12-31 | $11M | 38k | 293.99 |
| 2019-09-30 | $7.7M | 36k | 217.31 |
| 2019-06-30 | $8.7M | 36k | 244.00 |
| 2019-03-31 | $9.1M | 37k | 247.26 |
| 2018-12-31 | $9.2M | 37k | 249.12 |
| 2018-09-30 | $10M | 39k | 266.04 |
| 2018-06-30 | $9.7M | 39k | 245.34 |
| 2018-03-31 | $8.5M | 40k | 214.00 |
| 2017-12-31 | $9.1M | 41k | 220.46 |
| 2017-09-30 | $658k | 3.4k | 195.83 |
| 2017-06-30 | $796k | 4.3k | 185.37 |
| 2017-03-31 | $547k | 3.3k | 164.12 |
| 2016-12-31 | $619k | 3.9k | 159.99 |
| 2016-09-30 | $497k | 3.6k | 139.92 |
| 2016-06-30 | $498k | 3.5k | 141.08 |
| 2016-03-31 | $450k | 3.5k | 128.94 |
| 2015-12-31 | $411k | 3.5k | 117.77 |
| 2015-09-30 | $444k | 3.8k | 115.96 |
| 2015-06-30 | $467k | 3.8k | 121.96 |
| 2015-03-31 | $453k | 3.8k | 118.31 |
| 2014-12-31 | $387k | 3.8k | 101.07 |
| 2014-06-30 | $353k | 4.3k | 81.73 |
| 2013-12-31 | $5.5M | 73k | 75.30 |
| 2013-09-30 | $5.2M | 73k | 71.62 |
| 2013-06-30 | $4.7M | 73k | 65.49 |