UnitedHealth shares owned by Middleton & Company
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Middleton & Company
from 13F filings
Historical chart of Middleton & Company investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Middleton & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Middleton & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 29k | 584.68 |
| 2024-06-30 | $15M | 29k | 509.26 |
| 2024-03-31 | $15M | 29k | 494.70 |
| 2023-09-30 | $15M | 30k | 504.19 |
| 2023-06-30 | $14M | 29k | 480.64 |
| 2023-03-31 | $14M | 29k | 472.59 |
| 2022-12-31 | $15M | 29k | 530.18 |
| 2022-09-30 | $15M | 30k | 505.06 |
| 2022-06-30 | $18M | 35k | 513.63 |
| 2022-03-31 | $19M | 36k | 509.98 |
| 2021-12-31 | $18M | 37k | 502.14 |
| 2021-09-30 | $16M | 40k | 390.75 |
| 2021-06-30 | $16M | 40k | 400.43 |
| 2021-03-31 | $16M | 43k | 372.06 |
| 2020-12-31 | $16M | 44k | 350.69 |
| 2020-09-30 | $14M | 44k | 311.78 |
| 2020-06-30 | $13M | 43k | 294.96 |
| 2020-03-31 | $11M | 43k | 249.39 |
| 2019-12-31 | $13M | 43k | 293.97 |
| 2019-09-30 | $9.1M | 42k | 217.32 |
| 2019-06-30 | $9.3M | 38k | 244.01 |
| 2019-03-31 | $9.5M | 38k | 247.26 |
| 2018-12-31 | $9.4M | 38k | 249.12 |
| 2018-09-30 | $8.4M | 32k | 266.04 |
| 2018-06-30 | $6.6M | 27k | 245.36 |
| 2018-03-31 | $5.4M | 25k | 213.99 |
| 2017-12-31 | $5.8M | 26k | 220.44 |
| 2017-09-30 | $3.7M | 19k | 195.87 |
| 2017-06-30 | $2.7M | 15k | 185.41 |
| 2015-09-30 | $260k | 2.2k | 116.02 |
| 2015-06-30 | $214k | 1.8k | 122.29 |
| 2015-03-31 | $207k | 1.8k | 118.29 |
| 2014-12-31 | $685k | 6.8k | 101.11 |
| 2014-09-30 | $790k | 9.2k | 86.20 |
| 2014-06-30 | $749k | 9.2k | 81.72 |
| 2014-03-31 | $719k | 8.8k | 82.03 |
| 2013-12-31 | $660k | 8.8k | 75.30 |
| 2013-09-30 | $628k | 8.8k | 71.65 |