UnitedHealth shares owned by Rothschild Investment
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Rothschild Investment
from 13F filings
Historical chart of Rothschild Investment investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Rothschild Investment consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Rothschild Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 11k | 345.30 |
| 2025-06-30 | $3.4M | 11k | 311.97 |
| 2025-03-31 | $3.1M | 5.9k | 523.73 |
| 2024-12-31 | $3.2M | 6.4k | 505.88 |
| 2024-09-30 | $3.7M | 6.3k | 584.67 |
| 2024-06-30 | $3.0M | 5.9k | 509.29 |
| 2024-03-31 | $2.2M | 4.4k | 494.67 |
| 2023-12-31 | $1.1M | 2.0k | 526.55 |