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UnitedHealth shares owned by Pathstone Family Office

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Pathstone Family Office from 13F filings

Historical chart of Pathstone Family Office investment in UnitedHealth

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All positions including UnitedHealth held by Pathstone Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $32M 63k 512.10
2023-06-30 $18M 36k 494.03
2023-03-31 $17M 36k 485.67
2022-12-31 $105M 55k 1901.83
2022-09-30 $17M 32k 520.91
2022-06-30 $20M 38k 513.63
2022-03-31 $11M 20k 534.79
2021-12-31 $11M 22k 502.16
2021-09-30 $8.2M 21k 390.78
2021-06-30 $7.8M 19k 400.45
2021-03-31 $7.0M 19k 372.04
2020-12-31 $1.3M 3.7k 350.69
2020-09-30 $100k 319 313.48
2020-06-30 $102k 339 300.89
2020-03-31 $57k 229 249.26
2019-12-31 $593k 202 2935.64
2019-09-30 $42k 204 205.88
2019-06-30 $100k 393 255.56
2019-03-31 $176k 704 250.00
2018-12-31 $153k 609 251.23
2018-09-30 $160k 597 268.01
2018-06-30 $10k 39 256.41
2018-03-31 $142k 666 213.21
2017-12-31 $129k 583 221.27
2017-06-30 $112k 606 184.82
2017-03-31 $100k 606 165.02
2016-09-30 $82k 583 140.65
2016-03-31 $75k 583 128.64
2015-09-30 $68k 583 116.64
2015-03-31 $69k 583 118.35
2014-09-30 $32k 375 85.33
2012-12-31 $19k 351 54.13
2012-09-30 $8.0k 145 55.17
2012-06-30 $4.0k 65 61.54