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UnitedHealth shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 8.7k 494.70
2023-12-31 $4.5M 8.4k 528.60
2023-09-30 $4.3M 8.5k 504.19
2023-06-30 $7.9M 16k 502.73
2023-03-31 $4.1M 8.8k 472.59
2022-12-31 $3.9M 7.4k 530.18