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UnitedHealth shares owned by Smith Group Asset Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Smith Group Asset Management from 13F filings

Historical chart of Smith Group Asset Management investment in UnitedHealth

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All positions including UnitedHealth held by Smith Group Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Smith Group Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $263k 450 584.68
2024-06-30 $229k 450 509.26
2024-03-31 $17M 34k 494.70
2023-12-31 $25M 48k 526.47
2022-03-31 $17M 33k 509.97
2021-12-31 $17M 33k 502.15
2021-09-30 $13M 33k 390.75