UnitedHealth shares owned by Phoenix Holdings
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Phoenix Holdings
from 13F filings
Historical chart of Phoenix Holdings investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Phoenix Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 41k | 322.02 |
| 2025-06-30 | $6.2M | 20k | 311.99 |
| 2025-03-31 | $15M | 28k | 523.75 |
| 2024-12-31 | $22M | 43k | 505.86 |
| 2024-09-30 | $24M | 42k | 584.68 |
| 2024-06-30 | $22M | 43k | 509.26 |
| 2024-03-31 | $16M | 32k | 494.83 |
| 2023-12-31 | $12M | 21k | 593.01 |
| 2023-09-30 | $11M | 22k | 505.03 |
| 2023-06-30 | $9.0M | 19k | 481.66 |
| 2023-03-31 | $6.1M | 13k | 473.73 |
| 2022-12-31 | $3.3M | 6.3k | 530.18 |
| 2022-09-30 | $2.9M | 5.7k | 508.76 |
| 2022-06-30 | $3.2M | 6.2k | 513.61 |
| 2022-03-31 | $4.0M | 7.8k | 510.03 |
| 2021-12-31 | $390k | 770 | 506.49 |
| 2020-06-30 | $345k | 1.3k | 273.59 |