UnitedHealth shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 71k | 345.30 |
| 2025-06-30 | $19M | 60k | 311.97 |
| 2025-03-31 | $32M | 61k | 523.75 |
| 2024-12-31 | $30M | 59k | 505.86 |
| 2024-09-30 | $37M | 63k | 584.68 |
| 2024-06-30 | $32M | 64k | 509.26 |
| 2024-03-31 | $29M | 58k | 494.70 |
| 2023-12-31 | $41M | 77k | 526.47 |
| 2023-09-30 | $40M | 79k | 504.19 |
| 2023-06-30 | $33M | 69k | 480.65 |
| 2023-03-31 | $37M | 78k | 472.60 |
| 2022-12-31 | $40M | 76k | 530.18 |
| 2022-09-30 | $34M | 67k | 506.36 |
| 2022-06-30 | $34M | 67k | 513.94 |
| 2022-03-31 | $51M | 100k | 509.97 |
| 2021-12-31 | $19M | 38k | 502.15 |
| 2021-09-30 | $19M | 50k | 390.74 |
| 2021-06-30 | $8.9M | 22k | 400.46 |
| 2021-03-31 | $2.6M | 7.1k | 372.19 |
| 2020-12-31 | $2.2M | 6.3k | 351.15 |
| 2020-09-30 | $1.4M | 4.5k | 312.02 |
| 2020-06-30 | $1.1M | 3.7k | 295.00 |
| 2020-03-31 | $576k | 2.3k | 248.88 |
| 2019-12-31 | $588k | 2.0k | 293.85 |
| 2019-09-30 | $350k | 1.6k | 217.12 |
| 2019-06-30 | $362k | 1.5k | 244.59 |