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UnitedHealth shares owned by Sheets Smith Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sheets Smith Wealth Management from 13F filings

Historical chart of Sheets Smith Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Sheets Smith Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Sheets Smith Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 5.0k 526.49
2023-09-30 $2.5M 5.0k 504.20
2023-06-30 $2.4M 5.1k 480.65
2023-03-31 $2.4M 473 5104.66
2022-12-31 $3.5M 6.7k 530.19
2022-09-30 $3.4M 6.7k 505.11
2022-06-30 $3.4M 6.6k 513.58
2022-03-31 $3.4M 6.6k 509.98
2021-12-31 $3.9M 7.9k 502.10
2021-09-30 $3.1M 7.9k 390.70
2021-06-30 $3.1M 7.9k 400.48
2021-03-31 $3.0M 8.1k 372.05
2020-12-31 $2.8M 8.0k 350.67
2020-09-30 $2.4M 7.8k 311.81
2020-06-30 $1.9M 6.5k 294.89
2020-03-31 $2.2M 9.0k 249.33
2019-12-31 $2.9M 9.8k 293.25
2019-09-30 $1.4M 6.5k 217.37
2019-06-30 $1.8M 7.3k 243.96
2019-03-31 $1.8M 7.2k 247.23
2018-12-31 $1.8M 7.4k 249.09
2018-09-30 $2.9M 11k 266.01
2018-06-30 $2.3M 9.4k 245.30
2018-03-31 $2.0M 9.3k 213.97
2017-12-31 $1.6M 7.4k 220.42
2017-09-30 $1.6M 8.0k 195.80
2017-06-30 $1.5M 8.0k 185.43
2017-03-31 $1.3M 8.0k 163.95
2016-12-31 $1.3M 8.0k 160.07
2016-09-30 $1.1M 8.0k 140.01
2016-06-30 $1.1M 7.7k 141.20
2016-03-31 $993k 7.7k 128.91
2015-12-31 $897k 7.6k 117.64
2015-09-30 $1.1M 9.5k 116.00
2015-06-30 $1.2M 9.4k 122.02
2015-03-31 $1.1M 9.5k 118.31