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UnitedHealth shares owned by Okabena Investment Services

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Okabena Investment Services from 13F filings

Historical chart of Okabena Investment Services investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Okabena Investment Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Okabena Investment Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 3.7k 345.30
2025-06-30 $1.4M 4.5k 311.97
2025-03-31 $2.4M 4.5k 523.75
2024-12-31 $2.2M 4.4k 505.86
2024-09-30 $2.6M 4.4k 584.68
2024-06-30 $2.9M 5.7k 509.26
2024-03-31 $2.5M 5.1k 494.70
2023-12-31 $3.2M 6.2k 526.47
2023-09-30 $735k 1.5k 504.19
2023-06-30 $795k 1.7k 480.64
2023-03-31 $22k 46 472.59
2022-12-31 $898k 1.7k 530.18
2022-09-30 $3.3M 6.5k 505.11
2022-06-30 $2.0M 3.9k 513.71
2022-03-31 $2.9M 5.6k 509.92
2021-12-31 $3.0M 6.0k 502.17
2021-09-30 $321k 822 390.51
2021-06-30 $1.4M 3.6k 400.45
2020-12-31 $1.2M 3.3k 350.67
2020-06-30 $1.4M 4.7k 294.95
2020-03-31 $1.2M 4.8k 249.37
2019-12-31 $2.1M 7.0k 293.96