UnitedHealth shares owned by Crestwood Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 5.1k | 345.30 |
| 2025-06-30 | $1.4M | 4.4k | 311.97 |
| 2025-03-31 | $2.8M | 5.4k | 523.74 |
| 2024-12-31 | $2.1M | 4.1k | 505.84 |
| 2024-09-30 | $2.3M | 3.9k | 584.67 |
| 2024-06-30 | $1.6M | 3.0k | 509.18 |
| 2024-03-31 | $1.4M | 2.9k | 494.61 |
| 2023-12-31 | $1.4M | 2.7k | 526.41 |
| 2023-09-30 | $1.2M | 2.4k | 504.20 |
| 2023-06-30 | $518k | 1.1k | 480.67 |
| 2023-03-31 | $428k | 905 | 472.59 |
| 2022-12-31 | $1.0M | 1.9k | 530.18 |
| 2022-09-30 | $633k | 1.3k | 504.78 |
| 2022-06-30 | $394k | 768 | 513.02 |
| 2022-03-31 | $434k | 851 | 509.99 |
| 2021-12-31 | $469k | 934 | 502.14 |
| 2021-09-30 | $347k | 889 | 390.33 |
| 2021-06-30 | $379k | 947 | 400.21 |
| 2021-03-31 | $359k | 964 | 372.41 |
| 2019-12-31 | $502k | 1.7k | 293.74 |
| 2019-09-30 | $202k | 931 | 216.97 |
| 2019-06-30 | $287k | 1.2k | 244.05 |
| 2017-03-31 | $46k | 280 | 164.29 |
| 2016-03-31 | $970k | 7.5k | 128.94 |
| 2015-12-31 | $885k | 7.5k | 117.64 |
| 2015-09-30 | $803k | 6.9k | 115.99 |
| 2015-06-30 | $1.4M | 12k | 121.96 |
| 2015-03-31 | $326k | 2.8k | 118.12 |