UnitedHealth shares owned by Francis Financial
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Francis Financial
from 13F filings
Historical chart of Francis Financial investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Francis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $560k | 585 | 957.35 |
| 2025-03-31 | $226k | 432 | 523.76 |
| 2024-12-31 | $472k | 932 | 505.86 |
| 2024-09-30 | $368k | 630 | 584.68 |
| 2024-06-30 | $299k | 588 | 509.26 |
| 2024-03-31 | $228k | 460 | 494.70 |
| 2023-12-31 | $240k | 455 | 526.47 |
| 2023-09-30 | $201k | 398 | 504.19 |