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UnitedHealth shares owned by Avalon Trust

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

Historical chart of Avalon Trust investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Avalon Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $960k 1.8k 526.47
2023-09-30 $920k 1.8k 504.19
2023-06-30 $907k 1.9k 480.64
2023-03-31 $892k 1.9k 472.59