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UnitedHealth shares owned by Family Firm

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Family Firm from 13F filings

Historical chart of Family Firm investment in UnitedHealth

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All positions including UnitedHealth held by Family Firm consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Family Firm

Quarter filed Position value Share count Share price at filing
2024-09-30 $464k 793 584.73
2024-06-30 $354k 695 509.31
2024-03-31 $343k 693 494.50
2023-12-31 $364k 691 526.19
2023-09-30 $340k 674 504.01
2023-06-30 $323k 672 480.43
2023-03-31 $317k 670 472.34
2022-12-31 $351k 662 530.07
2022-09-30 $316k 626 504.79
2022-06-30 $325k 632 514.24
2022-03-31 $321k 630 509.52
2021-12-31 $332k 662 501.51
2021-09-30 $287k 660 434.85
2021-06-30 $240k 599 400.67
2021-03-31 $218k 585 372.65
2020-12-31 $205k 583 351.63
2018-12-31 $220k 885 248.59
2018-09-30 $228k 858 265.73
2018-06-30 $207k 842 245.84
2017-12-31 $205k 932 219.96