UnitedHealth shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $516k | 1.7k | 311.98 |
| 2025-03-31 | $815k | 1.6k | 523.86 |
| 2024-12-31 | $826k | 1.6k | 505.92 |
| 2024-09-30 | $972k | 1.7k | 584.70 |
| 2024-06-30 | $858k | 1.7k | 509.24 |
| 2024-03-31 | $798k | 1.6k | 494.64 |
| 2023-12-31 | $855k | 1.6k | 526.40 |
| 2023-09-30 | $814k | 1.6k | 504.09 |
| 2023-06-30 | $774k | 1.6k | 480.51 |
| 2023-03-31 | $780k | 1.6k | 472.71 |