UnitedHealth shares owned by Lifestyle Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lifestyle Asset Management
from 13F filings
Historical chart of Lifestyle Asset Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Lifestyle Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Lifestyle Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $246k | 712 | 345.30 |
| 2025-03-31 | $209k | 399 | 523.75 |
| 2024-09-30 | $212k | 362 | 584.68 |
| 2024-03-31 | $204k | 413 | 494.70 |
| 2023-12-31 | $236k | 449 | 526.47 |
| 2023-09-30 | $244k | 483 | 504.19 |
| 2023-06-30 | $234k | 487 | 480.64 |
| 2023-03-31 | $232k | 491 | 472.59 |
| 2022-12-31 | $246k | 463 | 530.18 |
More positions owned by Lifestyle Asset Management
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