UnitedHealth shares owned by Crescent Grove Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Crescent Grove Advisors
from 13F filings
Historical chart of Crescent Grove Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Crescent Grove Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Crescent Grove Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $436k | 1.3k | 345.30 |
| 2025-06-30 | $394k | 1.3k | 312.05 |
| 2025-03-31 | $671k | 1.3k | 523.95 |
| 2024-12-31 | $633k | 1.3k | 506.03 |
| 2024-09-30 | $694k | 1.2k | 584.87 |
| 2024-06-30 | $663k | 1.3k | 509.45 |
| 2024-03-31 | $1.8M | 3.7k | 494.76 |
| 2023-12-31 | $1.9M | 3.7k | 526.54 |
| 2023-09-30 | $1.9M | 3.8k | 504.14 |
| 2023-06-30 | $2.0M | 4.1k | 480.64 |
| 2023-03-31 | $2.0M | 4.2k | 472.59 |
| 2022-12-31 | $2.2M | 4.2k | 530.18 |
| 2022-09-30 | $2.0M | 3.9k | 504.97 |
| 2022-06-30 | $2.2M | 4.3k | 513.61 |
| 2022-03-31 | $2.0M | 3.9k | 509.92 |
| 2021-12-31 | $2.1M | 4.1k | 502.07 |
| 2021-09-30 | $486k | 1.2k | 390.36 |
| 2021-06-30 | $499k | 1.2k | 400.80 |
| 2020-09-30 | $215k | 690 | 311.59 |
| 2020-06-30 | $204k | 690 | 295.65 |
| 2019-06-30 | $315k | 1.3k | 244.38 |
| 2018-12-31 | $373k | 1.5k | 249.33 |