UnitedHealth shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $439k | 1.3k | 345.19 |
| 2025-06-30 | $396k | 1.3k | 311.90 |
| 2025-03-31 | $644k | 1.2k | 523.56 |
| 2024-12-31 | $709k | 1.4k | 505.90 |
| 2024-09-30 | $815k | 1.4k | 584.50 |
| 2024-06-30 | $553k | 1.1k | 509.15 |
| 2024-03-31 | $684k | 1.4k | 494.65 |
| 2023-12-31 | $573k | 1.1k | 526.34 |
| 2023-09-30 | $548k | 1.1k | 504.40 |
| 2023-06-30 | $522k | 1.1k | 480.65 |
| 2023-03-31 | $495k | 1.0k | 472.44 |
| 2022-12-31 | $523k | 986 | 530.42 |
| 2022-09-30 | $518k | 1.0k | 504.87 |
| 2022-06-30 | $522k | 1.0k | 513.78 |
| 2022-03-31 | $530k | 1.0k | 509.62 |
| 2021-12-31 | $442k | 881 | 501.70 |
| 2021-09-30 | $336k | 860 | 390.70 |
| 2021-06-30 | $344k | 859 | 400.47 |
| 2021-03-31 | $319k | 858 | 371.79 |
| 2020-12-31 | $296k | 843 | 351.13 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management