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UnitedHealth shares owned by Swisher Financial Concepts

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Swisher Financial Concepts from 13F filings

Historical chart of Swisher Financial Concepts investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Swisher Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $319k 925 345.30
2025-06-30 $290k 931 311.97
2025-03-31 $488k 931 523.75
2024-12-31 $389k 768 505.86
2024-09-30 $792k 1.3k 589.44
2024-06-30 $329k 661 497.73
2024-03-31 $306k 683 448.02

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View all positions for Swisher Financial Concepts

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth