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
Download as csvQuarterly 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 |
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