UnitedHealth shares owned by Klingman & Associates
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $596k | 1.7k | 345.30 |
| 2025-06-30 | $362k | 1.2k | 311.97 |
| 2025-03-31 | $684k | 1.3k | 523.75 |
| 2024-12-31 | $951k | 1.9k | 505.86 |
| 2024-09-30 | $1.3M | 2.3k | 584.68 |
| 2024-06-30 | $472k | 926 | 509.26 |
| 2024-03-31 | $470k | 949 | 494.70 |
| 2023-12-31 | $537k | 1.0k | 526.47 |
| 2023-09-30 | $535k | 1.1k | 504.19 |
| 2023-06-30 | $510k | 1.1k | 480.64 |
| 2023-03-31 | $450k | 952 | 472.59 |
| 2022-12-31 | $577k | 1.1k | 530.18 |
| 2022-09-30 | $500k | 990 | 505.05 |
| 2022-06-30 | $486k | 947 | 513.20 |
| 2022-03-31 | $478k | 937 | 510.14 |
| 2021-12-31 | $468k | 932 | 502.15 |
| 2021-09-30 | $351k | 898 | 390.87 |
| 2021-06-30 | $316k | 788 | 401.02 |
| 2021-03-31 | $277k | 745 | 371.81 |
| 2020-12-31 | $238k | 679 | 350.52 |
| 2016-09-30 | $26k | 185 | 140.54 |