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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

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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
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