UnitedHealth shares owned by Optimize Financial
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Optimize Financial
from 13F filings
Historical chart of Optimize Financial investment in UnitedHealth
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All positions including UnitedHealth held by Optimize Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Optimize Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $464k | 1.3k | 345.30 |