UnitedHealth shares owned by Beaton Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Beaton Management
from 13F filings
Historical chart of Beaton Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Beaton Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $312k | 904 | 345.13 |
| 2025-06-30 | $290k | 931 | 311.49 |
| 2025-03-31 | $435k | 831 | 523.47 |
| 2024-12-31 | $420k | 831 | 505.42 |
| 2024-09-30 | $486k | 831 | 584.84 |
| 2024-03-31 | $399k | 806 | 495.04 |
| 2023-12-31 | $423k | 804 | 526.12 |
| 2023-09-30 | $405k | 804 | 503.73 |
| 2023-06-30 | $385k | 800 | 481.25 |
| 2023-03-31 | $374k | 792 | 472.22 |
| 2022-12-31 | $420k | 792 | 530.30 |
| 2022-09-30 | $400k | 792 | 505.05 |
| 2022-06-30 | $407k | 792 | 513.89 |
| 2022-03-31 | $404k | 792 | 510.10 |
| 2021-12-31 | $301k | 600 | 501.67 |
| 2021-09-30 | $234k | 600 | 390.00 |
| 2021-06-30 | $240k | 600 | 400.00 |
| 2021-03-31 | $223k | 600 | 371.67 |
| 2020-12-31 | $210k | 600 | 350.00 |