UnitedHealth shares owned by Kozak & Associates
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $150k | 469 | 320.73 |
| 2025-06-30 | $358k | 1.2k | 302.95 |
| 2025-03-31 | $1.2M | 2.0k | 586.92 |
| 2024-12-31 | $1.0M | 2.0k | 513.05 |
| 2024-09-30 | $1.2M | 2.1k | 571.43 |
| 2024-06-30 | $1.0M | 2.1k | 489.79 |
| 2024-03-31 | $1.3M | 2.6k | 521.26 |
| 2023-12-31 | $1.3M | 2.5k | 519.20 |
| 2023-09-30 | $1.8M | 3.4k | 524.85 |
| 2023-06-30 | $1.9M | 3.9k | 477.84 |
| 2023-03-31 | $1.8M | 3.9k | 472.58 |
| 2022-12-31 | $2.3M | 4.4k | 530.28 |
| 2022-09-30 | $2.2M | 4.4k | 499.77 |
| 2022-06-30 | $2.2M | 4.4k | 513.62 |
| 2022-03-31 | $1.9M | 3.9k | 491.57 |
| 2021-12-31 | $1.9M | 3.9k | 491.57 |
| 2021-09-30 | $1.6M | 3.5k | 450.65 |
| 2020-12-31 | $923k | 2.8k | 324.66 |