UnitedHealth shares owned by CoreCap Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by CoreCap Advisors
from 13F filings
Historical chart of CoreCap Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by CoreCap Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by CoreCap Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $821k | 2.4k | 345.33 |
| 2025-06-30 | $654k | 2.1k | 311.97 |
| 2025-03-31 | $963k | 1.8k | 523.75 |
| 2024-12-31 | $1.8M | 3.6k | 505.86 |
| 2024-09-30 | $913k | 1.6k | 584.68 |
| 2024-06-30 | $2.9M | 5.6k | 509.26 |
| 2024-03-31 | $2.5M | 5.0k | 494.70 |
| 2023-12-31 | $3.0M | 5.8k | 526.47 |
| 2023-09-30 | $621k | 1.2k | 504.19 |
| 2023-06-30 | $625k | 1.3k | 480.64 |
| 2022-12-31 | $2.2M | 4.2k | 530.19 |
| 2022-09-30 | $2.5M | 4.9k | 505.16 |
| 2022-06-30 | $2.2M | 4.2k | 513.64 |
| 2022-03-31 | $2.1M | 4.2k | 510.00 |
| 2021-12-31 | $917k | 1.8k | 502.19 |