UnitedHealth shares owned by Naples Global Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.2M | 14k | 584.70 |
| 2024-06-30 | $7.2M | 14k | 509.28 |
| 2024-03-31 | $6.7M | 14k | 494.71 |
| 2023-12-31 | $6.4M | 12k | 526.49 |
| 2023-09-30 | $6.3M | 12k | 504.18 |
| 2023-06-30 | $5.9M | 12k | 480.63 |
| 2023-03-31 | $5.6M | 12k | 472.58 |
| 2022-12-31 | $6.1M | 12k | 530.17 |
| 2022-09-30 | $5.9M | 12k | 505.05 |
| 2022-06-30 | $5.9M | 12k | 513.65 |
| 2022-03-31 | $5.8M | 12k | 509.94 |
| 2021-12-31 | $5.7M | 11k | 502.16 |
| 2021-09-30 | $4.3M | 11k | 390.76 |
| 2021-06-30 | $4.4M | 11k | 400.38 |
| 2021-03-31 | $4.1M | 11k | 372.09 |
| 2020-12-31 | $3.9M | 11k | 350.71 |
| 2020-09-30 | $3.5M | 11k | 311.80 |
| 2020-06-30 | $3.3M | 11k | 294.96 |
| 2020-03-31 | $2.7M | 11k | 249.40 |
| 2019-12-31 | $3.2M | 11k | 293.97 |
| 2019-09-30 | $2.3M | 11k | 217.37 |
| 2019-06-30 | $2.5M | 10k | 244.01 |
| 2019-03-31 | $2.4M | 9.7k | 247.23 |
| 2018-12-31 | $2.2M | 9.1k | 244.83 |
| 2018-09-30 | $2.2M | 8.4k | 266.10 |
| 2018-06-30 | $2.1M | 8.7k | 245.35 |
| 2018-03-31 | $2.0M | 9.2k | 214.05 |
| 2017-12-31 | $2.0M | 9.0k | 220.50 |
| 2017-09-30 | $1.7M | 8.7k | 195.82 |
| 2017-06-30 | $1.6M | 8.5k | 185.42 |
| 2017-03-31 | $1.3M | 8.1k | 164.00 |
| 2016-12-31 | $303k | 1.9k | 160.15 |
| 2016-09-30 | $272k | 1.9k | 140.06 |
| 2016-06-30 | $256k | 1.8k | 141.05 |
| 2016-03-31 | $337k | 2.6k | 128.77 |
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