UnitedHealth shares owned by Forum Financial Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 7.0k | 345.31 |
| 2025-06-30 | $2.3M | 7.3k | 311.98 |
| 2025-03-31 | $4.5M | 8.6k | 523.76 |
| 2024-12-31 | $4.3M | 8.5k | 505.87 |
| 2024-09-30 | $4.0M | 6.8k | 584.69 |
| 2024-06-30 | $3.5M | 6.8k | 509.27 |
| 2024-03-31 | $3.4M | 6.9k | 494.71 |
| 2023-12-31 | $3.7M | 7.0k | 526.44 |
| 2023-09-30 | $3.7M | 7.3k | 504.16 |
| 2023-06-30 | $3.5M | 7.3k | 480.66 |
| 2023-03-31 | $3.2M | 6.9k | 472.60 |
| 2022-12-31 | $3.6M | 6.7k | 530.18 |
| 2022-09-30 | $3.4M | 6.7k | 504.98 |
| 2022-06-30 | $3.5M | 6.7k | 513.69 |
| 2022-03-31 | $3.3M | 6.5k | 509.87 |
| 2021-12-31 | $3.3M | 6.5k | 502.06 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management