UnitedHealth shares owned by Root Financial Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $559k | 1.6k | 345.25 |
| 2025-06-30 | $528k | 1.7k | 311.99 |
| 2025-03-31 | $749k | 1.4k | 523.77 |
| 2024-12-31 | $829k | 1.6k | 505.73 |
| 2024-09-30 | $888k | 1.5k | 584.73 |
| 2024-06-30 | $638k | 1.3k | 509.19 |
| 2024-03-31 | $564k | 1.1k | 494.71 |