UnitedHealth shares owned by Lummis Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lummis Asset Management
from 13F filings
Historical chart of Lummis Asset Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Lummis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $86k | 249 | 345.30 |
| 2025-06-30 | $14k | 46 | 311.98 |
| 2025-03-31 | $24k | 46 | 523.76 |
| 2024-12-31 | $23k | 46 | 505.87 |
| 2024-09-30 | $27k | 46 | 584.67 |
| 2024-06-30 | $23k | 46 | 509.26 |
| 2024-03-31 | $23k | 46 | 494.70 |
| 2023-12-31 | $24k | 46 | 526.48 |