UnitedHealth shares owned by Jacobsen Capital Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Jacobsen Capital Management
from 13F filings
Historical chart of Jacobsen Capital Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Jacobsen Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $416k | 1.2k | 345.30 |
| 2025-06-30 | $213k | 682 | 311.97 |
| 2025-03-31 | $754k | 1.4k | 523.75 |
| 2024-12-31 | $778k | 1.5k | 505.86 |
| 2024-09-30 | $881k | 1.5k | 584.68 |
| 2024-06-30 | $795k | 1.6k | 509.26 |
| 2024-03-31 | $788k | 1.6k | 494.70 |
| 2023-12-31 | $849k | 1.6k | 526.47 |
| 2023-09-30 | $800k | 1.6k | 504.19 |
| 2023-06-30 | $729k | 1.5k | 480.64 |
| 2023-03-31 | $708k | 1.5k | 472.59 |
More positions owned by Jacobsen Capital Management
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