UnitedHealth shares owned by Caldwell Trust
Historical chart of Caldwell Trust investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 7.9k | 345.30 |
| 2021-12-31 | $10M | 20k | 502.14 |
| 2021-09-30 | $7.7M | 20k | 390.74 |
| 2021-06-30 | $7.6M | 19k | 400.44 |
| 2021-03-31 | $7.0M | 19k | 372.07 |
| 2020-12-31 | $6.5M | 18k | 350.68 |
| 2020-09-30 | $5.7M | 18k | 311.77 |
| 2020-06-30 | $5.6M | 19k | 294.95 |
| 2020-03-31 | $4.8M | 19k | 249.38 |
| 2019-12-31 | $5.3M | 18k | 293.98 |