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UnitedHealth shares owned by Strategic Wealth Advisors

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

Historical chart of Strategic Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Strategic Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-09-30 $5.7M 11k 505.06
2022-06-30 $5.8M 11k 514.01
2022-03-31 $5.5M 11k 511.60
2019-03-31 $2.8M 12k 245.67
2018-03-31 $2.3M 11k 213.93

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Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for Strategic Wealth Advisors

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