UnitedHealth shares owned by Beacon Financial
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $1.4M | 2.6k | 523.68 |
| 2024-12-31 | $1.4M | 2.9k | 505.88 |
| 2024-09-30 | $1.8M | 3.0k | 584.59 |
| 2024-06-30 | $1.5M | 2.9k | 509.26 |
| 2024-03-31 | $1.5M | 2.9k | 494.77 |
| 2023-12-31 | $1.6M | 3.1k | 526.47 |
| 2023-09-30 | $1.3M | 2.7k | 476.44 |
| 2023-06-30 | $1.3M | 2.7k | 476.31 |
| 2023-03-31 | $1.5M | 2.9k | 515.18 |
| 2022-12-31 | $1.9M | 3.6k | 530.09 |
| 2022-09-30 | $2.0M | 3.9k | 508.79 |
| 2022-06-30 | $1.9M | 3.8k | 494.80 |
| 2022-03-31 | $2.0M | 3.9k | 519.04 |
| 2021-12-31 | $1.9M | 3.8k | 502.22 |
| 2021-09-30 | $1.9M | 4.6k | 400.56 |
| 2021-06-30 | $1.9M | 4.5k | 413.04 |
| 2021-03-31 | $1.6M | 4.6k | 355.60 |
| 2020-12-31 | $1.6M | 4.6k | 355.60 |
| 2020-09-30 | $1.5M | 4.7k | 312.74 |
| 2020-06-30 | $1.4M | 4.7k | 289.79 |
| 2020-03-31 | $818k | 3.3k | 251.31 |
| 2019-12-31 | $969k | 3.3k | 293.99 |
| 2019-09-30 | $607k | 2.8k | 215.10 |
| 2019-06-30 | $703k | 2.9k | 243.93 |