UnitedHealth shares owned by Lion Street Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lion Street Advisors
from 13F filings
Historical chart of Lion Street Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Lion Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $252k | 548 | 460.47 |
| 2025-06-30 | $682k | 2.2k | 311.97 |
| 2025-03-31 | $370k | 707 | 523.76 |
| 2024-12-31 | $365k | 722 | 505.86 |
| 2024-09-30 | $550k | 941 | 584.68 |
| 2024-06-30 | $472k | 926 | 509.26 |
| 2024-03-31 | $415k | 788 | 526.47 |
| 2023-12-31 | $415k | 788 | 526.47 |
| 2023-09-30 | $716k | 1.4k | 504.32 |
| 2023-06-30 | $270k | 587 | 460.47 |
| 2023-03-31 | $278k | 589 | 472.59 |
| 2022-12-31 | $210k | 456 | 460.47 |
| 2022-09-30 | $212k | 417 | 508.39 |
| 2022-06-30 | $211k | 456 | 462.72 |
| 2022-03-31 | $237k | 461 | 514.10 |
| 2021-12-31 | $233k | 458 | 508.73 |
| 2020-03-31 | $31k | 126 | 246.03 |