UnitedHealth shares owned by Financial Perspectives
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Financial Perspectives consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.4k | 345.28 |
| 2025-06-30 | $1.4M | 4.4k | 311.95 |
| 2025-03-31 | $2.3M | 4.5k | 523.79 |
| 2024-12-31 | $2.3M | 4.5k | 505.91 |
| 2024-09-30 | $2.4M | 4.2k | 584.69 |
| 2024-06-30 | $2.2M | 4.3k | 509.28 |
| 2024-03-31 | $2.1M | 4.3k | 494.70 |
| 2023-12-31 | $2.8M | 5.4k | 526.50 |
| 2023-09-30 | $2.7M | 5.4k | 504.22 |
| 2023-06-30 | $2.3M | 4.8k | 480.64 |
| 2023-03-31 | $2.3M | 4.8k | 472.57 |
| 2022-12-31 | $2.5M | 4.8k | 530.16 |
| 2022-09-30 | $2.4M | 4.8k | 505.06 |
| 2022-06-30 | $2.0M | 3.8k | 513.60 |
| 2022-03-31 | $1.9M | 3.8k | 510.02 |
| 2021-12-31 | $1.9M | 3.7k | 502.09 |
| 2021-09-30 | $1.4M | 3.7k | 390.69 |
| 2021-06-30 | $1.5M | 3.6k | 400.49 |
| 2021-03-31 | $3.6M | 1.3M | 2.69 |
| 2020-12-31 | $1.0M | 2.9k | 350.74 |
| 2020-09-30 | $792k | 2.5k | 311.83 |
| 2020-06-30 | $650k | 2.2k | 295.01 |
| 2020-03-31 | $484k | 1.9k | 249.44 |
| 2019-12-31 | $473k | 1.6k | 294.07 |