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UnitedHealth shares owned by Apella Capital

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital investment in UnitedHealth

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All positions including UnitedHealth held by Apella Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Apella Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $703k 1.2k 592.31
2024-06-30 $551k 1.1k 492.11
2024-03-31 $375k 816 459.72
2023-12-31 $512k 939 545.42
2023-09-30 $470k 932 504.19
2023-06-30 $443k 921 480.64
2022-12-31 $452k 852 530.18
2022-09-30 $305k 604 504.97
2022-06-30 $331k 645 513.18
2022-03-31 $243k 476 510.50
2021-12-31 $213k 424 502.36