UnitedHealth shares owned by Coldstream Capital Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Coldstream Capital Management
from 13F filings
Historical chart of Coldstream Capital Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Coldstream Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Coldstream Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 23k | 345.30 |
| 2025-06-30 | $6.4M | 20k | 311.97 |
| 2025-03-31 | $14M | 27k | 523.75 |
| 2024-12-31 | $14M | 27k | 505.87 |
| 2024-09-30 | $16M | 27k | 585.77 |
| 2024-06-30 | $13M | 25k | 509.25 |
| 2024-03-31 | $12M | 25k | 494.71 |
| 2023-12-31 | $12M | 23k | 526.46 |
| 2023-09-30 | $11M | 21k | 504.18 |
| 2023-06-30 | $10M | 21k | 480.63 |
| 2023-03-31 | $10M | 22k | 472.60 |
| 2022-12-31 | $11M | 21k | 530.19 |
| 2022-06-30 | $11M | 21k | 513.60 |
| 2022-03-31 | $9.7M | 19k | 509.97 |
| 2021-12-31 | $10M | 20k | 502.17 |
| 2021-09-30 | $4.6M | 15k | 311.77 |
| 2021-06-30 | $6.1M | 15k | 400.46 |
| 2021-03-31 | $5.5M | 15k | 372.08 |
| 2020-12-31 | $5.2M | 15k | 350.70 |
| 2020-09-30 | $3.9M | 12k | 311.80 |
| 2020-06-30 | $3.7M | 13k | 294.92 |
| 2020-03-31 | $3.3M | 13k | 249.35 |
| 2019-12-31 | $3.9M | 13k | 293.99 |
| 2019-09-30 | $2.8M | 13k | 217.31 |
| 2019-06-30 | $3.3M | 13k | 244.00 |
| 2019-03-31 | $3.2M | 13k | 247.32 |
| 2018-12-31 | $3.7M | 15k | 249.15 |
| 2018-09-30 | $3.8M | 14k | 265.98 |
| 2018-06-30 | $3.2M | 13k | 245.34 |
| 2018-03-31 | $2.8M | 13k | 214.03 |
| 2017-12-31 | $2.7M | 12k | 220.41 |
| 2017-09-30 | $381k | 2.0k | 195.38 |
| 2017-06-30 | $315k | 1.7k | 185.51 |
| 2017-03-31 | $202k | 1.2k | 163.96 |
More positions owned by Coldstream Capital Management
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