UnitedHealth shares owned by Heritage Financial Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $331k | 959 | 345.30 |
| 2025-06-30 | $334k | 1.1k | 311.97 |
| 2025-03-31 | $561k | 1.1k | 523.75 |
| 2024-12-31 | $611k | 1.2k | 505.86 |
| 2024-09-30 | $675k | 1.2k | 584.68 |
| 2024-06-30 | $631k | 1.2k | 509.26 |
| 2024-03-31 | $659k | 1.3k | 494.70 |
| 2023-12-31 | $698k | 1.3k | 526.47 |
| 2023-09-30 | $669k | 1.3k | 504.19 |
| 2023-06-30 | $637k | 1.3k | 480.64 |
| 2023-03-31 | $627k | 1.3k | 472.59 |
| 2022-12-31 | $678k | 1.3k | 530.18 |
| 2022-09-30 | $573k | 1.1k | 504.40 |
| 2022-06-30 | $583k | 1.1k | 512.75 |
| 2022-03-31 | $563k | 1.1k | 509.50 |
| 2021-12-31 | $569k | 1.1k | 501.32 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services