UnitedHealth shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.9M | 8.9k | 330.11 |
| 2025-09-30 | $3.3M | 9.4k | 345.30 |
| 2025-06-30 | $3.6M | 12k | 311.97 |
| 2025-03-31 | $2.5M | 4.7k | 523.75 |
| 2024-12-31 | $2.4M | 4.7k | 505.86 |
| 2024-09-30 | $2.8M | 4.7k | 584.68 |
| 2024-06-30 | $2.4M | 4.7k | 509.26 |
| 2024-03-31 | $2.2M | 4.5k | 494.70 |
| 2023-12-31 | $1.6M | 3.1k | 526.47 |
| 2023-09-30 | $1.6M | 3.1k | 504.19 |
| 2023-06-30 | $1.5M | 3.2k | 480.64 |
| 2023-03-31 | $1.5M | 3.2k | 472.59 |
| 2022-12-31 | $1.7M | 3.2k | 530.18 |
| 2022-09-30 | $1.6M | 3.2k | 505.19 |
| 2022-06-30 | $1.7M | 3.3k | 513.55 |
| 2022-03-31 | $1.7M | 3.3k | 509.93 |
| 2021-12-31 | $1.6M | 3.3k | 501.99 |
| 2021-09-30 | $1.2M | 3.1k | 390.76 |
| 2021-06-30 | $1.3M | 3.1k | 400.32 |
| 2021-03-31 | $1.2M | 3.2k | 372.22 |
| 2020-12-31 | $1.3M | 3.6k | 350.70 |
| 2020-09-30 | $1.3M | 4.1k | 311.84 |
| 2020-06-30 | $1.8M | 6.1k | 294.91 |
| 2020-03-31 | $2.4M | 9.8k | 249.34 |
| 2019-12-31 | $3.9M | 13k | 293.95 |
| 2019-09-30 | $2.3M | 11k | 217.32 |
| 2019-06-30 | $1.2M | 5.0k | 242.63 |
| 2019-03-31 | $1.2M | 5.0k | 247.27 |
| 2018-12-31 | $1.2M | 5.0k | 249.09 |
| 2018-09-30 | $1.2M | 4.6k | 265.93 |
| 2018-06-30 | $736k | 3.0k | 245.33 |
| 2018-03-31 | $642k | 3.0k | 214.00 |