UnitedHealth shares owned by Milestone Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Milestone Asset Management
from 13F filings
Historical chart of Milestone Asset Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Milestone Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 6.9k | 345.32 |
| 2025-03-31 | $363k | 692 | 523.94 |
| 2024-12-31 | $338k | 668 | 506.01 |
| 2024-09-30 | $398k | 681 | 584.81 |
| 2024-06-30 | $4.8M | 9.4k | 509.26 |
| 2024-03-31 | $6.5M | 13k | 494.70 |
| 2023-12-31 | $378k | 718 | 526.49 |
| 2023-09-30 | $266k | 516 | 514.57 |
| 2023-06-30 | $211k | 439 | 480.64 |
| 2023-03-31 | $211k | 447 | 472.59 |
| 2022-12-31 | $222k | 456 | 485.81 |
More positions owned by Milestone Asset Management
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