UnitedHealth shares owned by Heritage Family Offices
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in UnitedHealth
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All positions including UnitedHealth held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.5M | 2.9k | 516.00 |
| 2025-03-31 | $1.5M | 2.9k | 523.72 |
| 2024-12-31 | $1.4M | 2.8k | 505.79 |
| 2024-09-30 | $1.5M | 2.7k | 584.78 |
| 2024-06-30 | $1.4M | 2.7k | 509.32 |