UnitedHealth shares owned by Occidental Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Occidental Asset Management
from 13F filings
Historical chart of Occidental Asset Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Occidental Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $225k | 652 | 345.15 |
| 2024-12-31 | $3.8M | 7.6k | 505.86 |
| 2024-09-30 | $4.1M | 7.0k | 584.68 |
| 2024-06-30 | $3.4M | 6.7k | 509.26 |
| 2024-03-31 | $3.1M | 6.3k | 494.70 |
| 2023-12-31 | $3.3M | 6.2k | 526.47 |
| 2023-09-30 | $3.4M | 6.6k | 504.19 |
| 2023-06-30 | $3.1M | 6.5k | 480.64 |
| 2023-03-31 | $3.0M | 6.4k | 472.59 |
| 2022-12-31 | $3.4M | 6.4k | 530.18 |
| 2022-09-30 | $3.0M | 6.0k | 504.98 |
| 2022-06-30 | $3.0M | 5.9k | 513.66 |
| 2022-03-31 | $3.0M | 6.0k | 509.96 |
| 2021-12-31 | $3.0M | 5.9k | 502.21 |
| 2021-09-30 | $2.3M | 5.8k | 390.66 |
| 2021-06-30 | $2.2M | 5.6k | 400.43 |
| 2021-03-31 | $2.0M | 5.3k | 372.14 |
| 2020-12-31 | $1.6M | 4.5k | 350.70 |
| 2020-09-30 | $1.3M | 4.2k | 311.83 |
| 2020-06-30 | $1.3M | 4.3k | 295.06 |
| 2020-03-31 | $1.0M | 4.2k | 249.28 |
| 2019-12-31 | $1.3M | 4.5k | 294.04 |
| 2019-09-30 | $884k | 4.1k | 217.20 |
| 2019-06-30 | $268k | 1.1k | 243.64 |
| 2019-03-31 | $272k | 1.1k | 247.27 |
| 2018-12-31 | $274k | 1.1k | 249.09 |
| 2018-09-30 | $293k | 1.1k | 266.36 |
| 2018-06-30 | $270k | 1.1k | 245.45 |
| 2018-03-31 | $243k | 1.1k | 220.91 |
| 2017-12-31 | $243k | 1.1k | 220.91 |
| 2017-09-30 | $215k | 1.1k | 195.45 |
| 2017-06-30 | $204k | 1.1k | 185.45 |
| 2016-09-30 | $214k | 1.5k | 140.33 |
| 2016-06-30 | $215k | 1.5k | 140.98 |
More positions owned by Occidental Asset Management
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