UnitedHealth shares owned by Trust
Historical chart of Trust investment in UnitedHealth
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All positions including UnitedHealth held by Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18k | 53 | 345.30 |
| 2025-06-30 | $17k | 53 | 311.96 |
| 2025-03-31 | $735k | 1.4k | 523.75 |
| 2024-12-31 | $345k | 681 | 505.86 |
| 2024-09-30 | $464k | 794 | 584.68 |
| 2024-06-30 | $496k | 974 | 509.26 |
| 2024-03-31 | $179k | 361 | 494.70 |
| 2023-12-31 | $450k | 854 | 526.47 |
| 2023-09-30 | $210k | 416 | 504.19 |
| 2023-06-30 | $17k | 35 | 480.63 |
| 2023-03-31 | $17k | 35 | 472.60 |
| 2022-12-31 | $19k | 35 | 542.86 |
| 2022-09-30 | $49k | 98 | 500.00 |
| 2022-06-30 | $50k | 98 | 510.20 |
| 2022-03-31 | $50k | 98 | 510.20 |
| 2021-12-31 | $49k | 98 | 500.00 |
| 2021-09-30 | $38k | 98 | 387.76 |
| 2021-06-30 | $48k | 121 | 396.69 |
| 2021-03-31 | $534k | 1.4k | 372.38 |
| 2020-12-31 | $816k | 2.3k | 350.82 |
| 2020-09-30 | $751k | 2.4k | 311.62 |
| 2020-06-30 | $719k | 2.4k | 294.79 |
| 2020-03-31 | $368k | 1.5k | 249.32 |
| 2019-12-31 | $437k | 1.5k | 294.28 |
| 2019-09-30 | $300k | 1.4k | 217.23 |
| 2019-06-30 | $180k | 739 | 243.57 |
| 2019-03-31 | $20k | 82 | 243.90 |
| 2018-12-31 | $20k | 82 | 243.90 |
| 2018-09-30 | $22k | 82 | 268.29 |
| 2018-06-30 | $9.0k | 37 | 243.24 |
| 2018-03-31 | $8.0k | 37 | 216.22 |
| 2017-12-31 | $8.0k | 37 | 216.22 |
| 2017-06-30 | $23k | 125 | 184.00 |
| 2017-03-31 | $57k | 350 | 162.86 |
| 2016-12-31 | $47k | 295 | 159.32 |
| 2016-09-30 | $41k | 295 | 138.98 |
| 2016-06-30 | $42k | 295 | 142.37 |
| 2016-03-31 | $38k | 295 | 128.81 |
| 2015-12-31 | $40k | 342 | 117.64 |
| 2015-09-30 | $65k | 556 | 116.91 |
| 2015-06-30 | $67k | 548 | 122.26 |
| 2015-03-31 | $6.0k | 47 | 127.66 |