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UnitedHealth shares owned by CVFG

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by CVFG from 13F filings

Historical chart of CVFG investment in UnitedHealth

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All positions including UnitedHealth held by CVFG consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by CVFG

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 730 345.30
2025-03-31 $256k 489 523.76
2024-12-31 $233k 461 505.87