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UnitedHealth shares owned by Bay Harbor Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Bay Harbor Wealth Management from 13F filings

Historical chart of Bay Harbor Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Bay Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Bay Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $80k 161 494.70
2023-12-31 $85k 161 526.47
2023-09-30 $79k 156 504.19
2023-06-30 $74k 153 480.63
2023-03-31 $78k 165 472.59
2022-12-31 $87k 165 527.27
2022-09-30 $80k 158 506.33
2022-06-30 $87k 169 514.79
2022-03-31 $86k 169 508.88
2020-12-31 $70k 199 351.76
2020-09-30 $62k 198 313.13
2020-06-30 $54k 184 293.48
2020-03-31 $38k 154 246.75
2019-12-31 $41k 139 294.96
2019-09-30 $34k 154 220.78
2019-06-30 $40k 164 243.90
2019-03-31 $60k 241 248.96
2018-12-31 $79k 319 247.65