UnitedHealth shares owned by Values Added Financial
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Values Added Financial
from 13F filings
Historical chart of Values Added Financial investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Values Added Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $383k | 1.1k | 345.30 |
| 2025-06-30 | $345k | 1.1k | 311.97 |
| 2025-03-31 | $466k | 889 | 523.75 |
| 2024-12-31 | $462k | 913 | 505.86 |
| 2024-09-30 | $582k | 995 | 584.68 |
| 2024-06-30 | $489k | 960 | 509.26 |
| 2024-03-31 | $442k | 894 | 494.70 |
| 2023-12-31 | $558k | 1.1k | 526.47 |
| 2023-09-30 | $452k | 897 | 504.19 |
| 2023-06-30 | $440k | 915 | 480.64 |