UnitedHealth shares owned by Kaizen Financial Strategies
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Kaizen Financial Strategies
from 13F filings
Historical chart of Kaizen Financial Strategies investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Kaizen Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Kaizen Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $273k | 861 | 316.57 |
| 2025-03-31 | $275k | 525 | 523.65 |
| 2024-12-31 | $204k | 403 | 505.91 |
| 2024-09-30 | $245k | 419 | 584.88 |
| 2024-03-31 | $272k | 549 | 494.47 |
| 2023-12-31 | $319k | 606 | 526.84 |
| 2023-09-30 | $304k | 603 | 504.42 |
| 2023-06-30 | $283k | 625 | 452.04 |
| 2023-03-31 | $432k | 914 | 472.37 |
| 2022-12-31 | $381k | 778 | 489.88 |
| 2022-09-30 | $269k | 532 | 505.64 |
More positions owned by Kaizen Financial Strategies
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