UnitedHealth shares owned by Everhart Financial Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 4.4k | 330.11 |
| 2025-09-30 | $1.3M | 3.9k | 345.31 |
| 2025-06-30 | $692k | 2.2k | 311.97 |
| 2025-03-31 | $2.4M | 4.5k | 523.75 |
| 2024-12-31 | $2.2M | 4.3k | 505.86 |
| 2024-09-30 | $2.7M | 4.6k | 584.68 |
| 2024-06-30 | $2.0M | 3.9k | 509.26 |
| 2024-03-31 | $2.0M | 4.0k | 494.70 |
| 2023-12-31 | $2.0M | 3.8k | 526.47 |
| 2023-09-30 | $1.6M | 3.3k | 504.19 |
| 2023-06-30 | $1.4M | 2.9k | 480.64 |
| 2023-03-31 | $1.3M | 2.6k | 472.59 |
| 2022-12-31 | $1.5M | 2.8k | 530.18 |
| 2022-09-30 | $1.3M | 2.5k | 505.13 |
| 2022-06-30 | $1.1M | 2.2k | 513.67 |
| 2022-03-31 | $989k | 1.9k | 510.06 |
| 2021-12-31 | $648k | 1.3k | 501.55 |
| 2021-09-30 | $479k | 1.2k | 390.38 |
| 2021-06-30 | $381k | 951 | 400.63 |