UnitedHealth shares owned by Equitable Trust
Historical chart of Equitable Trust investment in UnitedHealth
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All positions including UnitedHealth held by Equitable Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Equitable Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 35k | 345.30 |
| 2025-06-30 | $15M | 47k | 311.97 |
| 2025-03-31 | $7.3M | 14k | 523.75 |
| 2024-12-31 | $5.9M | 12k | 505.86 |
| 2024-09-30 | $6.4M | 11k | 584.68 |
| 2024-06-30 | $5.2M | 10k | 509.26 |
| 2024-03-31 | $4.3M | 8.6k | 494.70 |
| 2023-12-31 | $4.2M | 8.0k | 526.47 |
| 2023-09-30 | $4.2M | 8.3k | 504.19 |
| 2023-06-30 | $4.0M | 8.3k | 480.64 |
| 2023-03-31 | $4.2M | 8.9k | 472.59 |
| 2022-12-31 | $7.0M | 13k | 530.18 |
| 2022-09-30 | $8.0M | 16k | 505.05 |
| 2022-06-30 | $8.5M | 17k | 513.63 |
| 2022-03-31 | $9.2M | 18k | 509.99 |
| 2021-12-31 | $9.2M | 18k | 502.14 |
| 2021-09-30 | $7.4M | 19k | 390.68 |
| 2021-06-30 | $6.4M | 16k | 400.43 |
| 2021-03-31 | $5.9M | 16k | 372.05 |
| 2020-12-31 | $6.0M | 17k | 350.71 |
| 2020-09-30 | $5.3M | 17k | 311.86 |
| 2020-06-30 | $652k | 2.2k | 295.06 |
| 2020-03-31 | $1.4M | 5.5k | 249.45 |
| 2019-12-31 | $455k | 1.5k | 294.26 |
| 2019-09-30 | $336k | 1.5k | 217.15 |
| 2019-06-30 | $382k | 1.6k | 244.00 |
| 2019-03-31 | $441k | 1.8k | 247.02 |
| 2018-12-31 | $368k | 1.5k | 248.96 |
| 2018-09-30 | $305k | 1.1k | 266.06 |
| 2018-06-30 | $677k | 2.8k | 245.25 |