UnitedHealth shares owned by Heron Bay Capital Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Heron Bay Capital Management
from 13F filings
Historical chart of Heron Bay Capital Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Heron Bay Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $268k | 776 | 345.30 |
| 2025-06-30 | $242k | 776 | 311.97 |
| 2025-03-31 | $866k | 1.7k | 523.75 |
| 2024-12-31 | $839k | 1.7k | 505.86 |
| 2024-09-30 | $990k | 1.7k | 584.68 |
| 2024-06-30 | $827k | 1.6k | 509.26 |
| 2024-03-31 | $806k | 1.6k | 494.70 |
| 2023-12-31 | $862k | 1.6k | 526.47 |
| 2023-09-30 | $825k | 1.6k | 504.19 |
| 2023-06-30 | $829k | 1.7k | 480.64 |
| 2023-03-31 | $815k | 1.7k | 472.59 |
| 2022-12-31 | $919k | 1.7k | 530.18 |
| 2022-09-30 | $875k | 1.7k | 504.90 |
| 2022-06-30 | $890k | 1.7k | 513.56 |
| 2022-03-31 | $885k | 1.7k | 509.79 |
| 2021-12-31 | $872k | 1.7k | 502.30 |
| 2021-09-30 | $678k | 1.7k | 390.55 |
| 2021-06-30 | $704k | 1.8k | 400.23 |
| 2021-03-31 | $868k | 2.3k | 371.89 |
| 2020-12-31 | $856k | 2.4k | 350.53 |
More positions owned by Heron Bay Capital Management
View all positions for Heron Bay Capital Management