UnitedHealth shares owned by Heritage Trust
Historical chart of Heritage Trust investment in UnitedHealth
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All positions including UnitedHealth held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.5M | 28k | 345.30 |
| 2025-06-30 | $8.5M | 27k | 311.97 |
| 2025-03-31 | $14M | 27k | 523.75 |
| 2024-12-31 | $14M | 27k | 505.86 |
| 2024-06-30 | $13M | 26k | 509.26 |
| 2024-03-31 | $13M | 26k | 494.70 |
| 2023-12-31 | $13M | 25k | 526.47 |
| 2023-09-30 | $13M | 26k | 504.19 |
| 2023-06-30 | $12M | 25k | 480.64 |
| 2023-03-31 | $12M | 24k | 472.59 |
| 2022-12-31 | $13M | 25k | 530.18 |
| 2022-09-30 | $13M | 25k | 505.95 |
| 2022-06-30 | $13M | 26k | 514.19 |
| 2022-03-31 | $13M | 26k | 509.18 |
| 2021-12-31 | $13M | 26k | 502.50 |
| 2021-09-30 | $10M | 26k | 390.65 |
| 2021-06-30 | $10M | 25k | 400.35 |
| 2021-03-31 | $9.7M | 26k | 371.62 |
| 2020-12-31 | $9.3M | 27k | 351.35 |
| 2020-09-30 | $8.3M | 27k | 310.81 |
| 2020-06-30 | $9.0M | 31k | 295.14 |
| 2020-03-31 | $7.8M | 31k | 250.00 |
| 2019-12-31 | $9.8M | 33k | 295.65 |
| 2019-09-30 | $7.3M | 33k | 217.31 |
| 2019-06-30 | $8.2M | 34k | 244.01 |
| 2019-03-31 | $8.2M | 33k | 247.25 |
| 2018-12-31 | $785k | 3.2k | 249.21 |
| 2018-09-30 | $838k | 3.2k | 266.03 |
| 2018-06-30 | $773k | 3.2k | 245.40 |
| 2018-03-31 | $674k | 3.2k | 213.97 |
| 2017-12-31 | $703k | 3.2k | 220.58 |
| 2017-09-30 | $624k | 3.2k | 195.80 |
| 2017-06-30 | $587k | 3.2k | 185.29 |
| 2017-03-31 | $520k | 3.2k | 164.14 |