UnitedHealth shares owned by Monument Capital Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Monument Capital Management
from 13F filings
Historical chart of Monument Capital Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Monument Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Monument Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $201k | 582 | 345.53 |
| 2025-03-31 | $678k | 1.3k | 523.79 |
| 2024-12-31 | $904k | 1.8k | 505.84 |
| 2024-09-30 | $1.3M | 2.3k | 584.60 |
| 2024-06-30 | $949k | 1.9k | 509.17 |
| 2024-03-31 | $1.0M | 2.1k | 494.62 |
| 2023-12-31 | $1.5M | 2.9k | 526.41 |
| 2023-09-30 | $1.4M | 2.7k | 504.13 |
| 2023-06-30 | $1.1M | 2.4k | 480.57 |
| 2023-03-31 | $800k | 1.7k | 472.50 |
| 2022-12-31 | $1.4M | 2.6k | 530.11 |
| 2022-09-30 | $1.2M | 2.4k | 505.16 |
| 2022-06-30 | $711k | 1.4k | 513.36 |
| 2022-03-31 | $377k | 739 | 510.15 |
| 2021-12-31 | $370k | 738 | 501.36 |
| 2021-09-30 | $287k | 735 | 390.48 |
| 2021-06-30 | $287k | 718 | 399.72 |
| 2021-03-31 | $267k | 718 | 371.87 |
| 2020-12-31 | $252k | 718 | 350.97 |
| 2020-09-30 | $218k | 701 | 310.98 |
| 2019-03-31 | $2.3M | 9.2k | 247.32 |
| 2018-12-31 | $2.5M | 9.9k | 249.17 |
| 2018-09-30 | $1.6M | 6.1k | 266.10 |
| 2018-06-30 | $2.2M | 9.1k | 245.31 |
| 2018-03-31 | $2.2M | 10k | 217.17 |
| 2017-12-31 | $2.6M | 12k | 220.43 |
More positions owned by Monument Capital Management
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