UnitedHealth shares owned by Lokken Investment Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 5.9k | 345.31 |
| 2025-06-30 | $864k | 2.8k | 311.98 |
| 2025-03-31 | $1.2M | 2.3k | 523.65 |
| 2024-12-31 | $1.2M | 2.3k | 505.93 |
| 2024-09-30 | $1.4M | 2.3k | 584.66 |
| 2024-06-30 | $1.2M | 2.4k | 509.23 |
| 2024-03-31 | $1.9M | 3.8k | 494.66 |
| 2023-12-31 | $2.0M | 3.7k | 526.52 |
| 2023-09-30 | $1.3M | 2.6k | 504.17 |
| 2023-06-30 | $996k | 2.1k | 480.75 |
| 2023-03-31 | $948k | 2.0k | 472.64 |
| 2022-12-31 | $1.0M | 2.0k | 530.18 |
| 2022-09-30 | $972k | 1.9k | 505.20 |
| 2022-06-30 | $984k | 1.9k | 513.57 |
| 2022-03-31 | $974k | 1.9k | 508.62 |
| 2021-12-31 | $962k | 1.9k | 502.35 |
| 2021-09-30 | $762k | 2.0k | 390.77 |
| 2021-06-30 | $767k | 1.9k | 400.52 |
| 2021-03-31 | $709k | 1.9k | 372.18 |
| 2020-12-31 | $734k | 2.1k | 350.53 |
| 2012-03-31 | $709k | 1.9k | 372.18 |