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UnitedHealth shares owned by Elm3 Financial Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Elm3 Financial Group from 13F filings

Historical chart of Elm3 Financial Group investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Elm3 Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Elm3 Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $298k 862 345.31
2025-03-31 $357k 681 523.66
2024-12-31 $403k 797 505.86