UnitedHealth shares owned by Marotta Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Marotta Asset Management
from 13F filings
Historical chart of Marotta Asset Management investment in UnitedHealth
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All positions including UnitedHealth held by Marotta Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Marotta Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $872k | 1.5k | 584.68 |
| 2024-06-30 | $742k | 1.5k | 494.65 |
| 2024-03-31 | $723k | 1.5k | 494.70 |
| 2023-12-31 | $806k | 1.5k | 526.47 |
| 2023-09-30 | $819k | 1.6k | 504.19 |
| 2023-06-30 | $785k | 1.6k | 480.64 |
| 2022-12-31 | $866k | 1.6k | 530.18 |
| 2022-09-30 | $833k | 1.7k | 505.04 |
| 2022-06-30 | $871k | 1.7k | 517.40 |
| 2022-03-31 | $861k | 1.7k | 509.97 |
| 2021-12-31 | $836k | 1.7k | 502.14 |
| 2021-09-30 | $567k | 1.5k | 390.74 |
| 2021-06-30 | $588k | 1.5k | 404.89 |
| 2021-03-31 | $530k | 1.4k | 367.07 |
| 2020-12-31 | $506k | 1.4k | 350.68 |
| 2020-09-30 | $450k | 1.4k | 311.77 |
| 2020-06-30 | $426k | 1.4k | 294.95 |
| 2020-03-31 | $343k | 1.4k | 237.32 |
| 2019-12-31 | $395k | 1.4k | 274.02 |