UnitedHealth shares owned by UMA Financial Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in UnitedHealth
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All positions including UnitedHealth held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $265k | 766 | 345.30 |
| 2025-06-30 | $147k | 471 | 311.97 |
| 2025-03-31 | $290k | 553 | 523.75 |
| 2024-12-31 | $340k | 672 | 505.86 |
| 2024-09-30 | $378k | 679 | 556.29 |
| 2024-06-30 | $389k | 709 | 548.87 |
| 2024-03-31 | $326k | 695 | 468.89 |
| 2023-12-31 | $204k | 398 | 512.99 |
| 2023-09-30 | $207k | 393 | 526.51 |