UnitedHealth shares owned by Trilogy Capital
Historical chart of Trilogy Capital investment in UnitedHealth
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All positions including UnitedHealth held by Trilogy Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Trilogy Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $235k | 681 | 345.24 |
| 2025-03-31 | $364k | 695 | 523.39 |
| 2024-12-31 | $410k | 811 | 505.91 |
| 2024-09-30 | $501k | 857 | 584.42 |
| 2024-06-30 | $411k | 806 | 509.50 |
| 2024-03-31 | $233k | 471 | 495.10 |
| 2023-06-30 | $257k | 506 | 506.91 |
| 2023-03-31 | $228k | 483 | 472.96 |
| 2022-12-31 | $249k | 470 | 530.61 |
| 2018-09-30 | $34k | 126 | 269.84 |
| 2018-06-30 | $31k | 126 | 246.03 |
| 2018-03-31 | $26k | 121 | 214.88 |