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UnitedHealth shares owned by S.A. Mason

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by S.A. Mason from 13F filings

Historical chart of S.A. Mason investment in UnitedHealth

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All positions including UnitedHealth held by S.A. Mason consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by S.A. Mason

Quarter filed Position value Share count Share price at filing
2026-06-30 $986k 2.4k 415.63
2019-12-31 $18k 60 300.00

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Vanguard Short Duration Tax-Exm Bd ETF Etf (VSDM)
Vanguard S&P 500 ETF Etf (VOO)
Vanguard Total Stock Market ETF Etf (VTI)
iShares Core S&P 500 ETF Etf (IVV)
Vanguard Short-Term Tax-Exmpt Bd ETF Etf (VTES)
Vanguard Small-Cap ETF Etf (VB)
Vanguard Mid-Cap ETF Etf (VO)
Apple (AAPL)
SPDR S&P 500 ETF Trust Etf (SPY)
Vanguard Intermediate-Term Tax-Exempt Bond ETF Etf (VTEI)
Microsoft Corporation (MSFT)
Sandisk Corp (SNDK)
Costco Wholesale Corporation (COST)
Micron Technology (MU)

View all positions for S.A. Mason

Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
T. Rowe Price Associates
Charles Schwab Investment Management
Citadel Advisors
Capital Research Global Investors
Morgan Stanley
Jane Street
FMR
Bank of America Corporation

View all funds holding UnitedHealth