UnitedHealth shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $291k | 842 | 345.36 |
| 2025-06-30 | $427k | 1.4k | 311.86 |
| 2025-03-31 | $3.0M | 5.8k | 523.73 |
| 2024-12-31 | $2.9M | 5.8k | 505.88 |
| 2024-09-30 | $3.4M | 5.9k | 584.64 |
| 2024-06-30 | $2.9M | 5.8k | 509.24 |
| 2024-03-31 | $2.9M | 5.9k | 494.81 |
| 2023-12-31 | $3.0M | 5.7k | 526.42 |
| 2023-09-30 | $2.9M | 5.7k | 504.39 |
| 2023-06-30 | $2.6M | 5.4k | 480.62 |
| 2023-03-31 | $2.5M | 5.3k | 472.43 |
| 2022-12-31 | $3.5M | 6.6k | 530.14 |
| 2022-09-30 | $3.3M | 6.5k | 505.07 |
| 2022-06-30 | $3.2M | 6.2k | 513.52 |
| 2022-03-31 | $3.0M | 5.9k | 509.78 |
| 2021-12-31 | $2.8M | 5.6k | 503.59 |
| 2021-09-30 | $2.1M | 5.4k | 390.90 |
| 2021-06-30 | $911k | 2.3k | 400.44 |
| 2021-03-31 | $846k | 2.3k | 371.87 |
| 2020-12-31 | $796k | 2.3k | 349.89 |
| 2020-09-30 | $587k | 2.0k | 294.97 |
| 2020-06-30 | $587k | 2.0k | 294.97 |
| 2020-03-31 | $355k | 1.4k | 249.12 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners