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UnitedHealth shares owned by Agate Pass Investment Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Agate Pass Investment Management from 13F filings

Historical chart of Agate Pass Investment Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Agate Pass Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Agate Pass Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $879k 1.5k 584.69
2024-06-30 $736k 1.4k 509.26
2024-03-31 $246k 497 494.70
2023-12-31 $209k 397 526.47