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UnitedHealth shares owned by Plan

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

Historical chart of Plan investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Plan

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.5M 11k 584.67
2024-06-30 $5.8M 12k 509.28
2024-03-31 $5.7M 11k 494.70
2023-12-31 $6.1M 12k 526.45
2023-09-30 $5.7M 11k 504.17
2023-06-30 $5.3M 11k 480.63
2023-03-31 $5.2M 11k 472.58
2022-12-31 $5.8M 11k 530.17
2022-09-30 $5.9M 12k 505.05
2022-06-30 $6.0M 12k 513.60
2022-03-31 $6.0M 12k 509.97
2021-12-31 $5.8M 12k 502.14
2021-09-30 $4.4M 11k 390.74
2021-06-30 $4.5M 11k 400.47
2021-03-31 $4.2M 11k 372.04
2020-12-31 $4.0M 11k 350.67
2020-09-30 $3.0M 9.5k 311.70
2020-06-30 $2.8M 9.5k 294.96
2020-03-31 $2.1M 8.4k 249.40
2019-12-31 $2.5M 8.5k 293.95
2019-09-30 $1.8M 8.2k 217.31
2019-06-30 $1.6M 6.7k 244.02
2019-03-31 $1.7M 6.7k 247.28
2018-12-31 $1.6M 6.5k 249.08
2018-09-30 $1.8M 6.6k 266.06
2018-06-30 $1.6M 6.6k 245.41
2018-03-31 $1.4M 6.6k 213.97
2017-12-31 $1.5M 6.6k 220.20
2017-09-30 $1.3M 6.7k 195.80
2017-06-30 $1.2M 6.7k 185.44
2017-03-31 $1.1M 6.6k 163.97
2016-12-31 $1.0M 6.6k 159.98
2016-03-31 $395k 3.1k 128.79
2014-09-30 $491k 5.7k 86.22
2014-03-31 $472k 5.8k 81.87
2013-12-31 $434k 5.8k 75.22