UnitedHealth shares owned by Westover Capital Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Westover Capital Advisors
from 13F filings
Historical chart of Westover Capital Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Westover Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Westover Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $746k | 2.2k | 345.30 |
| 2025-06-30 | $767k | 2.5k | 311.97 |
| 2025-03-31 | $3.4M | 6.4k | 523.75 |
| 2024-12-31 | $3.2M | 6.4k | 505.86 |
| 2024-09-30 | $3.8M | 6.5k | 584.68 |
| 2024-06-30 | $3.4M | 6.6k | 509.26 |
| 2024-03-31 | $3.6M | 7.2k | 494.70 |
| 2023-12-31 | $4.0M | 7.6k | 526.47 |
| 2023-09-30 | $3.8M | 7.5k | 504.19 |
| 2023-06-30 | $3.8M | 7.9k | 480.64 |
| 2023-03-31 | $3.8M | 8.1k | 472.59 |
| 2022-12-31 | $4.4M | 8.3k | 530.18 |
| 2022-09-30 | $3.8M | 7.6k | 505.06 |
| 2022-06-30 | $3.9M | 7.6k | 513.58 |
| 2022-03-31 | $3.6M | 7.1k | 509.97 |
| 2021-12-31 | $3.5M | 7.0k | 502.08 |
| 2021-09-30 | $1.5M | 3.9k | 390.70 |
| 2021-06-30 | $1.5M | 3.9k | 400.41 |
| 2021-03-31 | $1.5M | 4.2k | 372.11 |
| 2020-12-31 | $4.1M | 12k | 350.72 |
| 2020-09-30 | $3.9M | 13k | 311.80 |
| 2020-06-30 | $3.8M | 13k | 294.96 |
| 2020-03-31 | $3.3M | 13k | 249.35 |
| 2019-12-31 | $4.0M | 14k | 293.99 |
| 2019-09-30 | $3.1M | 14k | 217.35 |
| 2019-06-30 | $3.5M | 14k | 244.01 |
| 2019-03-31 | $3.6M | 15k | 247.23 |
| 2018-12-31 | $3.9M | 16k | 249.13 |
| 2018-09-30 | $3.8M | 14k | 266.01 |
| 2018-06-30 | $3.4M | 14k | 245.32 |
| 2018-03-31 | $2.4M | 11k | 214.02 |
| 2017-12-31 | $1.4M | 6.5k | 220.40 |
| 2017-09-30 | $552k | 2.8k | 195.81 |
| 2017-06-30 | $246k | 1.3k | 185.66 |
| 2016-03-31 | $331k | 2.6k | 128.99 |
| 2015-12-31 | $395k | 3.4k | 117.63 |
| 2015-09-30 | $418k | 3.6k | 116.05 |
| 2015-06-30 | $439k | 3.6k | 121.88 |
| 2015-03-31 | $288k | 2.4k | 118.42 |
| 2014-12-31 | $248k | 2.4k | 101.27 |
| 2014-09-30 | $227k | 2.6k | 86.21 |
| 2014-06-30 | $1.2M | 15k | 81.77 |
| 2014-03-31 | $1.8M | 22k | 82.01 |
| 2013-12-31 | $1.7M | 22k | 75.28 |
| 2013-09-30 | $1.5M | 24k | 65.46 |
| 2013-06-30 | $1.8M | 28k | 65.50 |