UnitedHealth shares owned by Balentine
Historical chart of Balentine investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Balentine
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $728k | 2.1k | 345.30 |
| 2025-06-30 | $488k | 1.6k | 311.97 |
| 2025-03-31 | $441k | 842 | 523.75 |
| 2024-12-31 | $392k | 774 | 505.86 |
| 2024-09-30 | $453k | 774 | 584.68 |
| 2024-06-30 | $394k | 774 | 509.26 |
| 2024-03-31 | $8.9M | 18k | 494.69 |
| 2023-12-31 | $11M | 22k | 526.46 |
| 2023-09-30 | $8.5M | 17k | 504.19 |
| 2023-06-30 | $7.9M | 17k | 480.64 |
| 2023-03-31 | $6.2M | 13k | 472.59 |
| 2022-12-31 | $11M | 21k | 530.18 |
| 2022-09-30 | $11M | 22k | 505.03 |
| 2022-06-30 | $20M | 38k | 513.64 |
| 2022-03-31 | $9.6M | 19k | 509.96 |
| 2021-12-31 | $4.4M | 8.8k | 502.11 |
| 2021-09-30 | $2.3M | 6.0k | 390.76 |
| 2021-06-30 | $1.1M | 2.7k | 400.45 |
| 2021-03-31 | $767k | 2.1k | 372.33 |
| 2020-12-31 | $719k | 2.1k | 350.73 |
| 2020-09-30 | $635k | 2.0k | 311.58 |
| 2020-06-30 | $468k | 1.6k | 294.71 |
| 2020-03-31 | $469k | 1.9k | 249.47 |
| 2019-12-31 | $463k | 1.6k | 293.78 |
| 2019-09-30 | $121k | 559 | 216.46 |
| 2019-06-30 | $140k | 573 | 244.33 |
| 2019-03-31 | $118k | 478 | 246.86 |
| 2018-12-31 | $119k | 478 | 248.95 |
| 2018-09-30 | $127k | 478 | 265.69 |
| 2017-12-31 | $833k | 3.8k | 220.55 |
| 2017-09-30 | $740k | 3.8k | 195.77 |
| 2017-06-30 | $653k | 3.5k | 185.41 |
| 2017-03-31 | $577k | 3.5k | 163.92 |
| 2016-12-31 | $557k | 3.5k | 160.06 |
| 2016-09-30 | $486k | 3.5k | 140.02 |
| 2016-06-30 | $330k | 2.3k | 141.21 |
| 2016-03-31 | $87k | 673 | 129.27 |
| 2015-12-31 | $145k | 1.2k | 117.98 |
| 2015-09-30 | $143k | 1.2k | 116.35 |
| 2015-06-30 | $61k | 501 | 121.76 |
| 2015-03-31 | $59k | 501 | 117.76 |