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UnitedHealth shares owned by Bellevue Asset Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Bellevue Asset Management from 13F filings

Historical chart of Bellevue Asset Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Bellevue Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Bellevue Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $71k 122 584.67
2024-06-30 $62k 122 509.25
2024-03-31 $60k 122 494.70
2023-12-31 $64k 122 526.47
2023-09-30 $62k 122 504.19
2023-06-30 $59k 122 480.64
2023-03-31 $58k 122 472.58
2022-12-31 $64k 122 526.28
2022-09-30 $62k 122 508.20
2022-06-30 $63k 122 516.39
2022-03-31 $63k 122 516.39
2021-12-31 $61k 122 500.00
2021-09-30 $88k 222 396.40
2021-06-30 $89k 222 400.90
2021-03-31 $83k 222 373.87
2020-12-31 $77k 222 346.85
2020-09-30 $69k 222 310.81
2020-06-30 $65k 222 292.79
2020-03-31 $65k 222 292.79
2019-12-31 $59k 200 295.00