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UnitedHealth shares owned by Waypoint Capital Advisors

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

Historical chart of Waypoint Capital Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Waypoint Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 5.1k 494.68
2023-12-31 $2.7M 5.0k 526.45
2023-09-30 $2.5M 5.0k 504.19
2023-06-30 $2.4M 5.0k 480.64
2023-03-31 $2.4M 5.0k 472.59
2022-12-31 $2.7M 5.0k 530.18
2022-09-30 $2.5M 5.0k 505.21
2022-06-30 $2.7M 5.3k 513.67
2022-03-31 $2.7M 5.3k 509.74
2021-12-31 $2.7M 5.3k 502.18