UnitedHealth shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $241k | 699 | 345.34 |
| 2025-06-30 | $3.2M | 10k | 311.97 |
| 2025-03-31 | $5.2M | 9.9k | 523.75 |
| 2024-12-31 | $5.0M | 9.9k | 505.86 |
| 2024-09-30 | $5.9M | 10k | 584.66 |
| 2024-06-30 | $5.1M | 10k | 509.24 |
| 2024-03-31 | $4.9M | 9.9k | 494.71 |
| 2023-12-31 | $5.0M | 9.5k | 526.48 |
| 2023-09-30 | $4.7M | 9.3k | 504.20 |
| 2023-06-30 | $4.4M | 9.1k | 480.64 |
| 2023-03-31 | $4.1M | 8.8k | 472.59 |
| 2022-12-31 | $4.6M | 8.6k | 530.18 |