UnitedHealth shares owned by Morningstar Investment Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Morningstar Investment Services
from 13F filings
Historical chart of Morningstar Investment Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Morningstar Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $2.0M | 3.9k | 523.82 |
| 2024-12-31 | $5.0M | 9.8k | 505.84 |
| 2024-09-30 | $63M | 107k | 581.86 |
| 2024-03-31 | $53M | 108k | 493.09 |
| 2023-12-31 | $116M | 221k | 524.90 |
| 2023-09-30 | $58M | 113k | 510.09 |
| 2023-06-30 | $55M | 115k | 475.98 |
| 2023-03-31 | $56M | 119k | 469.29 |
| 2022-12-31 | $62M | 123k | 507.81 |
| 2022-09-30 | $68M | 126k | 541.66 |
| 2022-06-30 | $92M | 179k | 513.64 |
| 2022-03-31 | $104M | 201k | 518.04 |
| 2021-12-31 | $99M | 198k | 502.27 |
| 2021-09-30 | $77M | 193k | 400.19 |
| 2021-06-30 | $76M | 190k | 398.10 |
| 2021-03-31 | $69M | 184k | 373.56 |
| 2020-12-31 | $63M | 179k | 350.68 |
| 2020-09-30 | $53M | 174k | 304.10 |
| 2020-06-30 | $49M | 167k | 289.76 |
| 2020-03-31 | $40M | 160k | 251.28 |
| 2019-12-31 | $45M | 154k | 293.93 |
| 2019-09-30 | $31M | 142k | 216.92 |
| 2019-06-30 | $33M | 134k | 244.01 |
| 2019-03-31 | $31M | 125k | 247.26 |
| 2018-12-31 | $30M | 120k | 249.12 |
| 2018-09-30 | $30M | 114k | 266.04 |
| 2018-06-30 | $28M | 112k | 245.34 |
| 2018-03-31 | $23M | 106k | 214.00 |
| 2017-12-31 | $22M | 102k | 220.46 |
More positions owned by Morningstar Investment Services
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