UnitedHealth shares owned by HFR Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by HFR Wealth Management
from 13F filings
Historical chart of HFR Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by HFR Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by HFR Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $376k | 1.1k | 345.30 |
| 2025-06-30 | $340k | 1.1k | 311.97 |
| 2025-03-31 | $571k | 1.1k | 523.75 |
| 2024-12-31 | $577k | 1.1k | 505.86 |
| 2024-09-30 | $602k | 1.0k | 584.68 |
| 2024-03-31 | $510k | 1.0k | 494.70 |
| 2023-09-30 | $464k | 920 | 504.35 |
| 2023-06-30 | $442k | 920 | 480.43 |
| 2023-03-31 | $442k | 935 | 472.73 |
| 2022-12-31 | $517k | 976 | 529.71 |
| 2022-09-30 | $485k | 960 | 505.21 |
| 2022-06-30 | $493k | 960 | 513.54 |
| 2022-03-31 | $490k | 960 | 510.42 |
| 2021-12-31 | $482k | 960 | 502.08 |
| 2021-09-30 | $375k | 960 | 390.63 |
| 2021-06-30 | $384k | 960 | 400.00 |