UnitedHealth shares owned by TFC Financial Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by TFC Financial Management
from 13F filings
Historical chart of TFC Financial Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by TFC Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by TFC Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $143k | 414 | 345.36 |
| 2025-06-30 | $122k | 390 | 312.03 |
| 2025-03-31 | $304k | 580 | 523.82 |
| 2024-12-31 | $332k | 656 | 506.18 |
| 2024-09-30 | $397k | 679 | 585.04 |
| 2024-06-30 | $320k | 628 | 509.38 |
| 2024-03-31 | $204k | 413 | 494.79 |
| 2023-12-31 | $220k | 417 | 526.57 |
| 2023-09-30 | $210k | 417 | 504.28 |
| 2023-06-30 | $186k | 387 | 480.74 |
| 2023-03-31 | $277k | 587 | 472.65 |
| 2022-12-31 | $129k | 243 | 530.35 |
| 2022-09-30 | $128k | 253 | 505.93 |
| 2022-06-30 | $130k | 253 | 513.83 |
| 2022-03-31 | $129k | 253 | 509.88 |
| 2021-12-31 | $138k | 274 | 503.65 |
| 2021-09-30 | $110k | 282 | 390.07 |
| 2021-06-30 | $113k | 282 | 400.71 |
| 2021-03-31 | $105k | 282 | 372.34 |
| 2020-12-31 | $99k | 282 | 351.06 |
| 2020-09-30 | $88k | 282 | 312.06 |