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UnitedHealth shares owned by GenTrust

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

Historical chart of GenTrust investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by GenTrust

Quarter filed Position value Share count Share price at filing
2024-03-31 $653k 1.3k 494.70
2023-12-31 $606k 1.2k 526.47
2023-09-30 $580k 1.2k 504.19
2023-06-30 $553k 1.2k 480.64
2023-03-31 $551k 1.2k 472.59
2022-12-31 $323k 610 530.18
2022-09-30 $384k 760 505.26
2022-06-30 $390k 760 513.16
2022-03-31 $337k 660 510.61
2021-12-31 $309k 660 468.18
2021-09-30 $329k 843 390.27
2021-06-30 $264k 660 400.00
2021-03-31 $245k 660 371.21
2020-12-31 $231k 660 350.00