UnitedHealth shares owned by Bellwether Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Bellwether Advisors
from 13F filings
Historical chart of Bellwether Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.1M | 7.4k | 415.63 |
| 2025-06-30 | $46k | 146 | 311.97 |
| 2025-03-31 | $47k | 89 | 523.75 |
| 2024-12-31 | $65k | 129 | 505.86 |
| 2024-06-30 | $1.6M | 3.2k | 509.33 |
| 2024-03-31 | $4.0M | 8.1k | 494.73 |
| 2023-06-30 | $4.3M | 8.9k | 480.64 |
| 2023-03-31 | $2.3M | 4.8k | 472.59 |
| 2022-12-31 | $35k | 65 | 530.17 |
| 2022-09-30 | $59k | 118 | 500.00 |
| 2022-06-30 | $18k | 36 | 500.00 |
| 2022-03-31 | $28k | 56 | 500.00 |
| 2021-12-31 | $28k | 56 | 500.00 |
| 2021-09-30 | $21k | 56 | 375.00 |
| 2021-06-30 | $14k | 36 | 388.89 |
| 2021-03-31 | $13k | 37 | 351.35 |
| 2020-12-31 | $12k | 37 | 324.32 |