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UnitedHealth shares owned by Waldron

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

Historical chart of Waldron investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Waldron

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.9M 12k 584.68
2024-06-30 $5.9M 12k 509.26
2024-03-31 $5.7M 12k 494.70
2023-12-31 $6.6M 13k 526.41
2023-09-30 $5.9M 12k 504.18
2023-06-30 $5.3M 11k 480.55
2023-03-31 $6.1M 13k 472.55
2022-12-31 $6.4M 13k 504.99
2022-09-30 $6.4M 13k 504.99
2022-06-30 $6.4M 12k 513.62
2022-03-31 $5.3M 10k 509.92
2021-12-31 $5.3M 11k 502.12
2021-09-30 $4.1M 11k 390.67
2021-06-30 $3.7M 9.2k 400.35
2021-03-31 $3.5M 9.3k 371.97
2020-12-31 $3.1M 9.0k 350.61
2020-09-30 $2.8M 9.1k 311.67
2020-06-30 $2.6M 8.7k 294.93
2020-03-31 $2.2M 8.7k 249.31
2019-12-31 $2.6M 8.8k 293.92
2019-09-30 $1.6M 7.6k 217.20
2019-06-30 $926k 3.8k 243.88
2019-03-31 $1.0M 4.2k 247.17
2018-12-31 $1.1M 4.5k 249.12
2018-09-30 $868k 3.3k 265.77
2018-06-30 $782k 3.2k 245.06
2018-03-31 $682k 3.2k 213.73
2017-12-31 $709k 3.2k 220.39
2017-09-30 $604k 3.1k 195.53
2017-06-30 $409k 2.2k 185.24
2017-03-31 $944k 5.8k 163.75
2016-12-31 $364k 2.3k 159.79
2016-09-30 $206k 1.5k 139.76
2016-06-30 $349k 3.0k 115.99
2016-03-31 $349k 3.0k 115.99
2015-09-30 $349k 3.0k 115.99
2015-06-30 $311k 2.6k 121.96
2015-03-31 $266k 2.3k 118.12
2014-12-31 $214k 2.1k 100.99