UnitedHealth shares owned by Lake Street Financial
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 17k | 345.31 |
| 2025-06-30 | $5.4M | 17k | 311.98 |
| 2025-03-31 | $2.7M | 5.1k | 523.73 |
| 2024-12-31 | $719k | 1.4k | 505.86 |
| 2024-09-30 | $942k | 1.6k | 584.84 |
| 2024-06-30 | $1.8M | 3.6k | 509.12 |
| 2024-03-31 | $1.8M | 3.7k | 494.77 |
| 2023-12-31 | $2.4M | 4.6k | 526.43 |
| 2023-09-30 | $2.6M | 5.1k | 510.12 |
| 2023-06-30 | $2.4M | 5.0k | 480.59 |
| 2023-03-31 | $1.2M | 2.4k | 472.66 |
| 2022-12-31 | $1.7M | 3.2k | 530.21 |
| 2022-09-30 | $1.5M | 3.0k | 505.23 |
| 2022-06-30 | $1.5M | 3.0k | 513.54 |
| 2022-03-31 | $1.9M | 3.7k | 509.98 |
| 2021-12-31 | $1.3M | 2.6k | 502.31 |
| 2021-09-30 | $520k | 1.3k | 390.98 |
| 2021-06-30 | $360k | 889 | 404.95 |
| 2021-03-31 | $238k | 639 | 372.46 |
| 2020-12-31 | $212k | 605 | 350.41 |