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UnitedHealth shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $97M 182k 535.28
2024-06-30 $80M 157k 509.38
2024-03-31 $18M 36k 494.71
2023-12-31 $8.4M 16k 526.46
2023-09-30 $8.6M 17k 504.18
2023-06-30 $8.1M 17k 480.65
2023-03-31 $7.6M 16k 472.59
2022-12-31 $8.7M 16k 530.15
2022-09-30 $6.4M 13k 505.02
2022-06-30 $6.6M 13k 513.64
2022-03-31 $7.1M 14k 510.00
2021-12-31 $4.2M 12k 350.66
2021-09-30 $6.2M 16k 390.72
2021-06-30 $6.2M 15k 400.45
2021-03-31 $5.1M 14k 372.05
2020-12-31 $4.2M 12k 350.68
2020-09-30 $3.7M 12k 311.81
2020-06-30 $2.3M 7.9k 294.94
2020-03-31 $2.5M 10k 249.39
2019-12-31 $2.8M 9.6k 293.95
2019-09-30 $2.2M 10k 217.29
2019-06-30 $2.4M 9.7k 243.99
2019-03-31 $2.0M 8.2k 247.13