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UnitedHealth shares owned by Carl P. Sherr & Co

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Carl P. Sherr & Co from 13F filings

Historical chart of Carl P. Sherr & Co investment in UnitedHealth

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All positions including UnitedHealth held by Carl P. Sherr & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Carl P. Sherr & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 645 345.30
2025-06-30 $201k 645 311.97
2025-03-31 $338k 645 523.75
2022-09-30 $206k 407 506.14