UnitedHealth shares owned by Trust Asset Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Trust Asset Management
from 13F filings
Historical chart of Trust Asset Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Trust Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 11k | 345.30 |
| 2025-06-30 | $3.3M | 11k | 311.97 |
| 2025-03-31 | $5.6M | 11k | 523.75 |
| 2024-12-31 | $5.3M | 11k | 505.86 |
| 2024-06-30 | $5.4M | 11k | 509.26 |
| 2024-03-31 | $5.2M | 11k | 494.70 |
| 2023-12-31 | $5.6M | 11k | 526.47 |
| 2023-09-30 | $5.5M | 11k | 504.19 |
| 2023-06-30 | $5.3M | 11k | 480.64 |
| 2023-03-31 | $5.2M | 11k | 472.59 |
| 2022-12-31 | $5.6M | 11k | 530.18 |
| 2022-09-30 | $5.4M | 11k | 505.00 |
| 2022-06-30 | $5.1M | 9.9k | 513.60 |
| 2022-03-31 | $4.8M | 9.5k | 509.94 |
| 2021-12-31 | $4.6M | 9.2k | 502.18 |
| 2021-09-30 | $3.6M | 9.2k | 390.70 |
| 2021-06-30 | $3.4M | 8.6k | 400.44 |
| 2021-03-31 | $2.8M | 7.6k | 372.07 |
| 2020-12-31 | $2.2M | 6.3k | 350.67 |
| 2020-09-30 | $1.5M | 4.8k | 311.85 |
| 2020-06-30 | $785k | 2.7k | 295.11 |