UnitedHealth shares owned by West Branch Capital
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.4M | 11k | 584.71 |
| 2024-06-30 | $5.6M | 11k | 509.27 |
| 2024-03-31 | $4.4M | 9.0k | 494.72 |
| 2023-12-31 | $4.4M | 8.4k | 526.49 |
| 2023-09-30 | $4.1M | 8.2k | 504.16 |
| 2023-06-30 | $3.9M | 8.0k | 480.61 |
| 2023-03-31 | $3.7M | 7.9k | 472.56 |
| 2022-12-31 | $4.2M | 7.9k | 530.21 |
| 2022-09-30 | $4.0M | 7.9k | 504.96 |
| 2022-06-30 | $4.0M | 7.8k | 513.64 |
| 2022-03-31 | $3.8M | 7.5k | 510.00 |
| 2021-12-31 | $4.0M | 8.0k | 502.19 |
| 2021-09-30 | $3.0M | 7.7k | 390.77 |
| 2021-06-30 | $3.1M | 7.7k | 400.44 |
| 2021-03-31 | $2.8M | 7.5k | 372.05 |
| 2020-12-31 | $2.7M | 7.7k | 350.69 |
| 2020-09-30 | $2.4M | 7.8k | 311.84 |
| 2020-06-30 | $2.2M | 7.5k | 294.92 |
| 2020-03-31 | $1.7M | 6.9k | 249.39 |
| 2019-12-31 | $2.1M | 7.2k | 294.05 |
| 2019-09-30 | $1.5M | 7.1k | 217.39 |
| 2019-06-30 | $1.7M | 7.1k | 243.98 |
| 2019-03-31 | $1.6M | 6.5k | 247.32 |
| 2018-12-31 | $1.6M | 6.4k | 249.07 |
| 2018-09-30 | $1.8M | 6.7k | 266.04 |
| 2018-06-30 | $1.6M | 6.6k | 245.41 |
| 2018-03-31 | $1.2M | 5.8k | 214.04 |