UnitedHealth shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private Wealth investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 9.7k | 345.31 |
| 2025-06-30 | $3.2M | 10k | 312.00 |
| 2025-03-31 | $5.6M | 11k | 523.78 |
| 2024-12-31 | $5.1M | 10k | 505.86 |
| 2024-09-30 | $5.4M | 9.2k | 584.68 |
| 2024-03-31 | $4.3M | 8.7k | 494.70 |
| 2023-12-31 | $4.5M | 8.4k | 528.60 |
| 2023-09-30 | $4.3M | 8.5k | 504.19 |
| 2023-06-30 | $7.9M | 16k | 502.73 |
| 2023-03-31 | $4.1M | 8.8k | 472.59 |
| 2022-12-31 | $3.9M | 7.4k | 530.18 |
More positions owned by Beverly Hills Private Wealth
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