UnitedHealth shares owned by Independent Family Office
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Independent Family Office
from 13F filings
Historical chart of Independent Family Office investment in UnitedHealth
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All positions including UnitedHealth held by Independent Family Office consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Independent Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 600 | 345.30 |
| 2025-06-30 | $215k | 690 | 311.97 |
| 2025-03-31 | $309k | 590 | 523.75 |
| 2024-12-31 | $331k | 655 | 505.86 |
| 2024-09-30 | $385k | 655 | 587.31 |
| 2024-06-30 | $250k | 500 | 499.38 |
| 2024-03-31 | $379k | 766 | 494.70 |
| 2023-12-31 | $335k | 636 | 526.47 |
| 2023-09-30 | $321k | 636 | 504.19 |
| 2022-06-30 | $228k | 443 | 514.67 |