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UnitedHealth shares owned by Steel Peak Wealth Management

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

Historical chart of Steel Peak Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 5.3k 494.69
2023-12-31 $5.9M 11k 526.45
2023-09-30 $1.9M 3.8k 504.15
2023-06-30 $1.9M 3.9k 480.63
2023-03-31 $1.2M 2.6k 472.64
2022-12-31 $1.0M 1.9k 530.18
2022-09-30 $943k 1.9k 505.09
2022-06-30 $753k 1.5k 513.29
2022-03-31 $1.4M 2.7k 509.96
2021-12-31 $1.8M 3.5k 502.00
2021-09-30 $1.2M 3.0k 390.75
2021-06-30 $588k 1.5k 400.82
2021-03-31 $284k 763 372.21
2020-12-31 $351k 1.0k 350.65
2020-09-30 $299k 959 311.78
2020-06-30 $218k 739 294.99
2019-12-31 $204k 692 294.80