UnitedHealth shares owned by Oxford Financial
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $405k | 1.2k | 345.34 |
| 2025-06-30 | $288k | 923 | 311.96 |
| 2025-03-31 | $568k | 1.1k | 523.64 |
| 2024-12-31 | $513k | 1.0k | 505.69 |
| 2024-09-30 | $739k | 1.3k | 584.47 |
| 2024-03-31 | $553k | 1.1k | 494.85 |
| 2023-12-31 | $541k | 1.0k | 526.59 |
| 2023-09-30 | $598k | 1.2k | 504.25 |
| 2023-06-30 | $824k | 1.7k | 480.65 |
| 2023-03-31 | $331k | 700 | 472.55 |
| 2022-12-31 | $363k | 684 | 530.18 |
| 2021-12-31 | $362k | 720 | 502.78 |
| 2021-09-30 | $273k | 699 | 390.56 |
| 2020-03-31 | $548k | 2.2k | 249.43 |