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UnitedHealth shares owned by Institutional & Family Asset Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Institutional & Family Asset Management from 13F filings

Historical chart of Institutional & Family Asset Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Institutional & Family Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.5M 8.9k 509.28
2024-03-31 $4.4M 8.9k 494.70
2023-12-31 $4.6M 8.7k 526.44
2023-09-30 $4.9M 9.8k 504.18
2023-06-30 $4.7M 9.8k 480.63
2023-03-31 $4.6M 9.8k 472.58
2022-12-31 $5.1M 9.6k 530.17
2022-09-30 $4.8M 9.6k 505.01
2022-06-30 $4.9M 9.5k 513.58
2022-03-31 $4.7M 9.3k 509.91
2021-12-31 $4.7M 9.3k 502.14
2021-09-30 $4.3M 11k 390.72
2021-06-30 $4.5M 11k 400.48
2021-03-31 $3.9M 11k 372.06
2020-12-31 $3.4M 9.8k 350.64
2020-09-30 $3.3M 11k 311.77
2020-06-30 $4.1M 14k 294.95
2020-03-31 $3.7M 15k 249.38
2019-12-31 $3.9M 13k 294.01
2019-09-30 $3.4M 16k 217.36
2019-06-30 $3.9M 16k 244.02
2019-03-31 $3.6M 14k 247.22
2018-12-31 $3.5M 14k 249.13
2018-09-30 $4.0M 15k 266.07
2018-06-30 $3.7M 15k 245.35
2018-03-31 $3.5M 17k 214.01
2017-12-31 $4.7M 22k 220.48
2017-09-30 $3.8M 19k 195.85
2017-06-30 $3.4M 19k 185.41
2017-03-31 $3.2M 20k 164.01