UnitedHealth shares owned by Gradient Investments
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49M | 142k | 345.30 |
| 2025-06-30 | $38M | 123k | 311.97 |
| 2025-03-31 | $58M | 111k | 523.75 |
| 2024-12-31 | $49M | 97k | 505.86 |
| 2024-09-30 | $56M | 96k | 584.68 |
| 2024-06-30 | $51M | 100k | 509.26 |
| 2024-03-31 | $46M | 93k | 494.70 |
| 2023-12-31 | $44M | 84k | 526.47 |
| 2023-09-30 | $40M | 79k | 504.19 |
| 2023-06-30 | $37M | 76k | 480.64 |
| 2023-03-31 | $34M | 72k | 472.59 |
| 2022-12-31 | $17M | 32k | 530.19 |
| 2022-09-30 | $17M | 34k | 505.03 |
| 2022-06-30 | $20M | 38k | 513.63 |
| 2022-03-31 | $39M | 76k | 509.96 |
| 2021-12-31 | $39M | 78k | 502.14 |
| 2021-09-30 | $18M | 46k | 390.73 |
| 2021-06-30 | $12M | 30k | 400.45 |
| 2021-03-31 | $11M | 30k | 372.06 |
| 2020-12-31 | $16M | 53k | 311.76 |
| 2020-09-30 | $17M | 53k | 311.77 |
| 2020-06-30 | $14M | 46k | 294.95 |
| 2020-03-31 | $3.8M | 15k | 249.36 |
| 2019-12-31 | $15M | 50k | 293.99 |
| 2019-09-30 | $11M | 52k | 217.33 |
| 2019-06-30 | $2.4M | 9.7k | 244.05 |
| 2019-03-31 | $734k | 3.0k | 247.22 |
| 2018-12-31 | $460k | 1.8k | 248.92 |
| 2018-09-30 | $442k | 1.7k | 266.27 |
| 2018-06-30 | $454k | 1.9k | 245.14 |
| 2018-03-31 | $371k | 1.7k | 214.08 |
| 2017-12-31 | $407k | 1.8k | 220.48 |
| 2017-09-30 | $348k | 1.8k | 195.73 |
| 2017-06-30 | $342k | 1.8k | 185.47 |
| 2017-03-31 | $84k | 511 | 164.38 |
| 2016-12-31 | $75k | 470 | 159.57 |
| 2016-09-30 | $75k | 538 | 139.41 |
| 2016-06-30 | $66k | 470 | 140.43 |
| 2016-03-31 | $52k | 400 | 130.00 |
| 2015-12-31 | $55k | 468 | 117.52 |
| 2015-09-30 | $54k | 469 | 115.14 |
| 2015-06-30 | $60k | 494 | 121.46 |
| 2015-03-31 | $58k | 487 | 119.10 |
| 2014-12-31 | $50k | 494 | 101.21 |
| 2014-09-30 | $34k | 394 | 86.29 |
| 2014-06-30 | $24k | 294 | 81.63 |
| 2014-03-31 | $9.0k | 107 | 84.11 |
| 2013-12-31 | $5.0k | 73 | 68.49 |
| 2013-09-30 | $6.0k | 84 | 71.43 |
| 2013-06-30 | $6.0k | 84 | 71.43 |