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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by West Branch Capital

Quarter filed Position value Share count Share price at filing
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