Lido Advisors »

UnitedHealth shares owned by Lido Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $77M 224k 345.30
2025-06-30 $62M 199k 311.97
2025-03-31 $92M 175k 523.75
2024-12-31 $81M 161k 505.86
2024-09-30 $83M 142k 584.68
2024-06-30 $70M 137k 509.26
2024-03-31 $64M 129k 494.70
2023-12-31 $71M 135k 526.47
2023-09-30 $60M 119k 504.17
2023-06-30 $56M 117k 480.64
2023-03-31 $53M 113k 472.59
2022-12-31 $60M 113k 530.18
2022-09-30 $50M 99k 500.00
2022-06-30 $47M 91k 513.58
2022-03-31 $41M 80k 508.75
2021-12-31 $37M 73k 502.13
2021-09-30 $50M 36k 1377.92
2021-06-30 $34M 84k 400.45
2021-03-31 $6.8M 18k 371.74
2020-12-31 $6.9M 20k 350.43
2020-09-30 $5.0M 16k 311.58
2020-06-30 $12M 41k 294.95
2020-03-31 $6.4M 26k 249.37
2019-12-31 $5.1M 17k 294.00
2019-09-30 $4.8M 22k 217.30
2019-06-30 $3.0M 12k 244.00
2019-03-31 $830k 3.4k 247.24
2018-12-31 $812k 3.3k 248.93
2018-09-30 $854k 3.2k 265.88
2018-06-30 $733k 3.0k 245.31
2018-03-31 $608k 2.8k 213.86
2017-12-31 $669k 3.0k 220.14
2017-09-30 $634k 3.0k 210.07
2017-03-31 $314k 1.8k 174.54
2016-12-31 $264k 1.6k 160.29
2016-09-30 $308k 2.2k 139.94