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UnitedHealth shares owned by Crescent Grove Advisors

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

Historical chart of Crescent Grove Advisors investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Crescent Grove Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 3.7k 494.76
2023-12-31 $1.9M 3.7k 526.54
2023-09-30 $1.9M 3.8k 504.14
2023-06-30 $2.0M 4.1k 480.64
2023-03-31 $2.0M 4.2k 472.59
2022-12-31 $2.2M 4.2k 530.18
2022-09-30 $2.0M 3.9k 504.97
2022-06-30 $2.2M 4.3k 513.61
2022-03-31 $2.0M 3.9k 509.92
2021-12-31 $2.1M 4.1k 502.07
2021-09-30 $486k 1.2k 390.36
2021-06-30 $499k 1.2k 400.80
2020-09-30 $215k 690 311.59
2020-06-30 $204k 690 295.65
2019-06-30 $315k 1.3k 244.38
2018-12-31 $373k 1.5k 249.33