UnitedHealth shares owned by Caldwell Investment Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Caldwell Investment Management
from 13F filings
Historical chart of Caldwell Investment Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Caldwell Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Caldwell Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $1.4M | 2.7k | 512.84 |
| 2024-12-31 | $1.4M | 2.7k | 507.14 |
| 2024-09-30 | $1.6M | 2.7k | 581.56 |
| 2024-06-30 | $1.4M | 2.7k | 508.50 |
| 2024-03-31 | $1.3M | 2.7k | 494.07 |
| 2023-12-31 | $1.4M | 2.7k | 527.63 |
| 2023-09-30 | $1.3M | 2.7k | 500.99 |
| 2023-06-30 | $1.3M | 2.7k | 476.46 |
| 2023-03-31 | $1.3M | 2.7k | 472.34 |
| 2022-12-31 | $3.3M | 6.1k | 530.98 |
| 2022-09-30 | $3.1M | 6.1k | 509.56 |
| 2022-06-30 | $3.8M | 7.4k | 513.67 |
| 2022-03-31 | $3.8M | 7.4k | 520.34 |
| 2021-12-31 | $4.3M | 8.4k | 506.61 |
More positions owned by Caldwell Investment Management
View all positions for Caldwell Investment Management