UnitedHealth shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.4k | 345.34 |
| 2025-06-30 | $1.2M | 3.9k | 311.94 |
| 2025-03-31 | $2.1M | 4.0k | 523.70 |
| 2024-12-31 | $2.1M | 4.1k | 505.82 |
| 2024-09-30 | $2.5M | 4.2k | 584.67 |
| 2024-06-30 | $2.2M | 4.4k | 509.22 |
| 2024-03-31 | $2.2M | 4.4k | 494.66 |
| 2023-12-31 | $2.3M | 4.4k | 526.43 |
| 2023-09-30 | $2.4M | 4.7k | 504.15 |
| 2023-06-30 | $2.2M | 4.5k | 480.60 |
| 2023-03-31 | $2.0M | 4.3k | 472.55 |
| 2022-12-31 | $2.3M | 4.3k | 530.14 |
More positions owned by Beaumont Financial Advisors
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