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UnitedHealth shares owned by Ullmann Financial

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

Historical chart of Ullmann Financial investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Ullmann Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $774k 1.3k 584.76
2024-03-31 $523k 1.1k 494.79
2023-12-31 $610k 1.2k 526.56
2023-09-30 $457k 906 504.30
2023-06-30 $379k 788 480.76
2023-03-31 $346k 732 472.71
2022-12-31 $354k 668 530.22
2022-09-30 $363k 718 505.57
2022-06-30 $369k 718 513.93
2022-03-31 $366k 718 509.75
2021-12-31 $361k 718 502.79
2021-09-30 $275k 703 391.18
2021-06-30 $235k 587 400.34
2021-03-31 $218k 587 371.38
2020-12-31 $208k 592 351.35
2020-09-30 $214k 687 311.50
2020-06-30 $203k 687 295.49
2020-03-31 $278k 1.1k 249.33
2019-12-31 $304k 1.0k 293.44
2019-09-30 $233k 1.1k 217.55
2019-06-30 $252k 1.0k 243.48
2019-03-31 $283k 1.1k 246.95
2017-03-31 $7.0k 46 152.17