UnitedHealth shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $123M | 211k | 584.68 |
| 2024-06-30 | $106M | 209k | 509.26 |
| 2024-03-31 | $103M | 208k | 494.70 |
| 2023-12-31 | $151M | 286k | 526.47 |
| 2023-09-30 | $149M | 295k | 504.19 |
| 2023-06-30 | $126M | 263k | 480.64 |
| 2023-03-31 | $125M | 265k | 472.60 |
| 2022-12-31 | $141M | 265k | 530.18 |
| 2022-09-30 | $117M | 232k | 505.04 |
| 2022-06-30 | $106M | 207k | 513.63 |
| 2022-03-31 | $70M | 136k | 509.97 |
| 2021-12-31 | $53M | 106k | 502.14 |
| 2021-09-30 | $38M | 97k | 390.74 |
| 2021-06-30 | $33M | 83k | 400.44 |
| 2021-03-31 | $25M | 66k | 372.07 |
| 2020-12-31 | $19M | 53k | 350.69 |
| 2020-09-30 | $15M | 49k | 313.07 |
| 2020-06-30 | $14M | 47k | 297.72 |
| 2020-03-31 | $11M | 46k | 237.32 |
| 2019-12-31 | $14M | 47k | 292.50 |
| 2019-09-30 | $4.5M | 21k | 217.32 |
| 2019-06-30 | $5.0M | 21k | 244.00 |
| 2019-03-31 | $4.7M | 19k | 247.27 |
| 2018-12-31 | $3.9M | 16k | 249.13 |
| 2018-09-30 | $4.1M | 15k | 266.07 |
| 2018-06-30 | $2.8M | 11k | 245.34 |
| 2018-03-31 | $1.9M | 8.8k | 217.17 |
| 2017-12-31 | $1.9M | 8.5k | 220.49 |
| 2017-09-30 | $1.0M | 5.3k | 195.80 |
| 2017-06-30 | $959k | 5.2k | 185.46 |
More positions owned by Captrust Financial Advisors
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