UnitedHealth shares owned by Capital Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $50M | 100k | 494.70 |
| 2023-12-31 | $57M | 108k | 526.47 |
| 2023-09-30 | $53M | 104k | 504.19 |
| 2023-06-30 | $51M | 105k | 480.64 |
| 2023-03-31 | $48M | 102k | 472.59 |
| 2022-12-31 | $48M | 91k | 530.18 |
| 2022-09-30 | $46M | 90k | 513.13 |
| 2022-06-30 | $49M | 95k | 513.63 |
| 2022-03-31 | $41M | 81k | 509.97 |
| 2021-12-31 | $42M | 83k | 502.14 |
| 2021-09-30 | $32M | 81k | 390.73 |
| 2021-06-30 | $30M | 76k | 400.43 |
| 2021-03-31 | $26M | 71k | 372.07 |
| 2020-12-31 | $21M | 59k | 350.68 |
| 2020-09-30 | $18M | 57k | 311.77 |
| 2020-06-30 | $20M | 63k | 314.06 |
| 2020-03-31 | $15M | 59k | 249.37 |
| 2019-12-31 | $18M | 62k | 293.98 |
| 2019-09-30 | $13M | 54k | 244.01 |
| 2019-06-30 | $13M | 54k | 244.01 |
| 2019-03-31 | $6.1M | 25k | 247.28 |
| 2018-12-31 | $18M | 74k | 249.12 |
| 2018-09-30 | $19M | 72k | 266.04 |
| 2018-06-30 | $17M | 71k | 245.34 |
| 2018-03-31 | $16M | 72k | 214.00 |
| 2017-12-31 | $9.9M | 45k | 220.45 |
| 2017-09-30 | $8.7M | 45k | 195.86 |
| 2017-06-30 | $8.3M | 45k | 185.42 |
| 2017-03-31 | $421k | 2.6k | 163.94 |
| 2016-12-31 | $417k | 2.6k | 159.89 |
| 2016-09-30 | $360k | 2.6k | 140.00 |
| 2016-06-30 | $372k | 2.6k | 141.20 |
| 2016-03-31 | $321k | 2.5k | 128.90 |
| 2015-12-31 | $293k | 2.5k | 117.64 |
| 2015-09-30 | $289k | 2.5k | 116.01 |
| 2015-06-30 | $304k | 2.5k | 122.00 |
| 2015-03-31 | $287k | 2.4k | 118.29 |
| 2014-12-31 | $245k | 2.4k | 101.09 |
| 2014-09-30 | $209k | 2.4k | 86.25 |