UnitedHealth shares owned by Calton & Associates
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.4k | 345.29 |
| 2025-06-30 | $790k | 2.5k | 311.99 |
| 2025-03-31 | $241k | 9.7k | 24.85 |
| 2024-09-30 | $5.5M | 178k | 30.85 |
| 2023-12-31 | $343k | 651 | 526.47 |
| 2023-09-30 | $1.5M | 3.1k | 504.23 |
| 2023-06-30 | $328k | 682 | 480.84 |
| 2023-03-31 | $319k | 674 | 472.89 |
| 2022-12-31 | $633k | 1.2k | 530.34 |
| 2022-09-30 | $564k | 1.1k | 505.38 |
| 2022-06-30 | $630k | 1.2k | 513.45 |
| 2022-03-31 | $766k | 1.5k | 509.99 |
| 2021-12-31 | $838k | 1.7k | 502.10 |
| 2021-09-30 | $846k | 2.2k | 390.76 |
| 2021-06-30 | $832k | 2.1k | 401.54 |
| 2021-03-31 | $793k | 2.1k | 372.30 |
| 2020-12-31 | $858k | 2.4k | 350.92 |
| 2020-09-30 | $748k | 2.4k | 312.06 |
| 2020-06-30 | $351k | 1.2k | 295.45 |
| 2020-03-31 | $223k | 894 | 249.44 |
| 2019-12-31 | $637k | 2.2k | 293.82 |
| 2019-09-30 | $405k | 1.9k | 217.16 |
| 2019-06-30 | $506k | 2.1k | 243.97 |
| 2019-03-31 | $418k | 1.7k | 247.34 |
| 2018-12-31 | $815k | 3.3k | 249.24 |
| 2018-09-30 | $754k | 2.8k | 266.06 |
| 2018-06-30 | $706k | 2.7k | 258.99 |
| 2018-03-31 | $1.9M | 9.1k | 214.00 |
| 2017-12-31 | $1.4M | 5.7k | 245.03 |