UnitedHealth shares owned by Secure Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Secure Asset Management
from 13F filings
Historical chart of Secure Asset Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Secure Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $700k | 2.0k | 348.35 |
| 2025-06-30 | $866k | 2.8k | 311.92 |
| 2025-03-31 | $3.2M | 6.1k | 523.78 |
| 2024-12-31 | $2.4M | 4.7k | 505.81 |
| 2024-09-30 | $2.5M | 4.2k | 584.65 |
| 2024-06-30 | $2.1M | 4.1k | 509.27 |
| 2024-03-31 | $883k | 1.8k | 494.68 |
| 2023-12-31 | $1.3M | 2.4k | 526.39 |
| 2023-09-30 | $1.2M | 2.5k | 504.16 |
| 2023-06-30 | $1.2M | 2.4k | 480.72 |
| 2023-03-31 | $1.1M | 2.3k | 472.55 |
| 2022-12-31 | $1.2M | 2.2k | 530.06 |
| 2022-09-30 | $1.1M | 2.1k | 504.98 |
| 2022-06-30 | $1.1M | 2.1k | 513.51 |
| 2022-03-31 | $1.1M | 2.3k | 509.99 |
| 2021-12-31 | $954k | 1.9k | 502.37 |
| 2021-09-30 | $753k | 1.9k | 390.56 |
| 2021-06-30 | $712k | 1.8k | 400.68 |
| 2021-03-31 | $564k | 1.5k | 372.03 |
| 2020-12-31 | $530k | 1.5k | 350.53 |
| 2020-09-30 | $519k | 1.7k | 311.71 |
| 2020-06-30 | $548k | 1.9k | 294.78 |
| 2020-03-31 | $394k | 1.6k | 249.21 |
| 2019-12-31 | $646k | 2.2k | 293.77 |