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UnitedHealth shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 26k 584.70
2024-06-30 $13M 25k 509.26
2024-03-31 $12M 23k 494.70
2023-12-31 $762k 1.5k 502.31
2023-09-30 $10M 21k 504.37
2023-06-30 $9.6M 20k 480.64
2023-03-31 $9.3M 20k 472.59
2022-12-31 $11M 20k 530.19
2022-09-30 $10M 20k 505.05
2022-06-30 $9.6M 19k 513.66
2022-03-31 $831k 1.6k 509.82
2021-12-31 $762k 1.5k 502.31
2021-09-30 $741k 1.9k 390.82
2021-06-30 $702k 1.8k 400.23
2021-03-31 $657k 1.8k 371.82
2020-12-31 $682k 1.9k 350.64
2020-09-30 $608k 1.9k 311.95
2020-06-30 $489k 1.7k 294.93
2020-03-31 $428k 1.7k 249.13
2019-12-31 $509k 1.7k 293.88
2018-12-31 $379k 1.5k 249.01