UnitedHealth shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 11k | 345.30 |
| 2025-06-30 | $3.1M | 9.8k | 311.97 |
| 2025-03-31 | $13M | 24k | 523.75 |
| 2024-12-31 | $13M | 26k | 505.86 |
| 2024-09-30 | $16M | 28k | 584.68 |
| 2024-06-30 | $15M | 29k | 509.26 |
| 2024-03-31 | $15M | 29k | 494.71 |
| 2023-12-31 | $16M | 30k | 526.48 |
| 2023-09-30 | $15M | 30k | 504.19 |
| 2023-06-30 | $15M | 31k | 480.64 |
| 2023-03-31 | $15M | 31k | 472.59 |
| 2022-12-31 | $17M | 31k | 530.18 |
| 2022-09-30 | $16M | 31k | 505.02 |
| 2022-06-30 | $16M | 31k | 513.62 |
| 2022-03-31 | $16M | 31k | 509.97 |
| 2021-12-31 | $16M | 32k | 502.13 |
| 2021-09-30 | $13M | 32k | 390.73 |
| 2021-06-30 | $13M | 33k | 400.45 |
| 2021-03-31 | $12M | 33k | 372.07 |
| 2020-12-31 | $12M | 33k | 350.68 |
| 2020-09-30 | $11M | 35k | 311.78 |
| 2020-06-30 | $10M | 35k | 294.96 |
| 2020-03-31 | $8.9M | 36k | 249.37 |
| 2019-12-31 | $11M | 37k | 293.98 |
| 2019-09-30 | $8.1M | 37k | 217.33 |
| 2019-06-30 | $9.1M | 38k | 244.02 |
| 2019-03-31 | $9.3M | 38k | 247.27 |
| 2018-12-31 | $9.4M | 38k | 249.11 |
| 2018-09-30 | $9.9M | 37k | 266.04 |
| 2018-06-30 | $9.1M | 37k | 245.33 |
| 2018-03-31 | $8.0M | 37k | 214.01 |
| 2017-12-31 | $8.2M | 37k | 220.45 |
| 2017-09-30 | $7.4M | 38k | 195.84 |
| 2017-06-30 | $7.0M | 38k | 185.42 |
| 2017-03-31 | $5.6M | 34k | 164.00 |
| 2016-12-31 | $5.5M | 34k | 160.04 |
| 2016-09-30 | $4.8M | 35k | 140.01 |
| 2016-06-30 | $4.9M | 35k | 141.19 |
| 2016-03-31 | $4.5M | 35k | 128.89 |
| 2015-12-31 | $4.2M | 36k | 117.63 |
| 2015-09-30 | $4.2M | 36k | 116.02 |
| 2015-06-30 | $4.3M | 35k | 121.99 |
| 2015-03-31 | $4.1M | 35k | 118.30 |
| 2014-12-31 | $3.0M | 30k | 101.10 |
| 2014-09-30 | $2.4M | 28k | 86.27 |
| 2014-06-30 | $2.3M | 28k | 81.75 |
| 2014-03-31 | $2.3M | 28k | 82.00 |
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