UnitedHealth shares owned by Caldwell Sutter Capital
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Caldwell Sutter Capital
from 13F filings
Historical chart of Caldwell Sutter Capital investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Caldwell Sutter Capital consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Caldwell Sutter Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $338k | 980 | 345.30 |
| 2025-06-30 | $286k | 915 | 311.97 |
| 2025-03-31 | $456k | 871 | 523.75 |
| 2024-12-31 | $481k | 951 | 505.86 |
| 2024-09-30 | $611k | 1.0k | 584.68 |
| 2024-06-30 | $540k | 1.1k | 509.26 |
| 2024-03-31 | $518k | 1.0k | 494.70 |
| 2023-12-31 | $1.1M | 2.0k | 526.47 |
| 2023-09-30 | $956k | 1.9k | 504.19 |
| 2023-06-30 | $912k | 1.9k | 480.64 |
| 2023-03-31 | $596k | 1.3k | 472.59 |
| 2022-12-31 | $610k | 1.2k | 530.18 |