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UnitedHealth shares owned by Sterling Financial Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sterling Financial Group from 13F filings

Historical chart of Sterling Financial Group investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Sterling Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Sterling Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $204k 387 526.47

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Amplify Etf Tr Cwp Enhanced Div (DIVO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
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Vanguard Bd Index Fds Long Term Bond (BLV)
Amplify Etf Tr Internatinl Enhc (IDVO)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Sterling Financial Group

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth