UnitedHealth shares owned by Southeast Asset Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Southeast Asset Advisors
from 13F filings
Historical chart of Southeast Asset Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Southeast Asset Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Southeast Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $263k | 760 | 345.35 |
| 2025-06-30 | $230k | 736 | 311.99 |
| 2025-03-31 | $389k | 743 | 523.75 |
| 2024-12-31 | $384k | 760 | 505.78 |
| 2024-09-30 | $391k | 669 | 584.45 |
| 2024-06-30 | $340k | 668 | 509.64 |
| 2024-03-31 | $331k | 668 | 494.86 |
| 2023-12-31 | $352k | 668 | 526.44 |
| 2023-09-30 | $337k | 668 | 503.99 |
| 2023-06-30 | $321k | 667 | 480.99 |
| 2023-03-31 | $315k | 667 | 472.75 |