UnitedHealth shares owned by JLB & Associates
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by JLB & Associates
from 13F filings
Historical chart of JLB & Associates investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by JLB & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 36k | 345.30 |
| 2025-06-30 | $12M | 37k | 311.97 |
| 2025-03-31 | $20M | 37k | 523.75 |
| 2024-12-31 | $19M | 37k | 505.86 |
| 2024-09-30 | $22M | 37k | 584.68 |
| 2024-06-30 | $19M | 38k | 509.26 |
| 2024-03-31 | $19M | 38k | 494.70 |
| 2023-12-31 | $20M | 37k | 526.47 |
| 2023-09-30 | $19M | 38k | 504.19 |
| 2023-06-30 | $19M | 39k | 480.64 |
| 2023-03-31 | $19M | 40k | 472.59 |
| 2022-12-31 | $21M | 39k | 530.17 |
| 2022-09-30 | $20M | 40k | 505.02 |
| 2022-06-30 | $21M | 40k | 513.61 |
| 2022-03-31 | $21M | 41k | 509.95 |
| 2021-12-31 | $20M | 40k | 502.13 |
| 2021-09-30 | $15M | 39k | 390.73 |
| 2021-06-30 | $15M | 38k | 400.42 |
| 2021-03-31 | $14M | 38k | 372.06 |
| 2020-12-31 | $13M | 38k | 350.67 |
| 2020-09-30 | $12M | 38k | 311.74 |
| 2020-06-30 | $6.7M | 23k | 294.94 |
| 2020-03-31 | $5.4M | 22k | 249.38 |
| 2019-12-31 | $6.2M | 21k | 293.94 |
| 2019-09-30 | $4.6M | 21k | 217.28 |
| 2019-06-30 | $4.7M | 19k | 244.01 |
| 2019-03-31 | $3.9M | 16k | 247.24 |
| 2018-12-31 | $2.7M | 11k | 249.11 |
| 2018-09-30 | $1.8M | 6.7k | 266.00 |
| 2018-06-30 | $1.8M | 7.3k | 245.26 |
| 2013-12-31 | $734k | 9.8k | 75.28 |
| 2013-09-30 | $698k | 9.8k | 71.59 |
| 2013-06-30 | $638k | 9.8k | 65.44 |