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UnitedHealth shares owned by Lincluden Management

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

Historical chart of Lincluden Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Lincluden Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 14k 345.27
2025-06-30 $4.5M 14k 311.98
2025-03-31 $4.4M 8.3k 523.79
2024-12-31 $4.3M 8.5k 505.91
2024-09-30 $5.0M 8.6k 584.73
2024-06-30 $4.3M 8.5k 509.20
2024-03-31 $3.0M 6.1k 494.75
2023-12-31 $2.1M 4.1k 526.52
2023-09-30 $2.1M 4.1k 504.25
2023-06-30 $2.0M 4.1k 480.61