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UnitedHealth shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 5.8k 526.46
2023-09-30 $3.2M 6.4k 504.20
2023-06-30 $2.9M 6.0k 480.67
2023-03-31 $2.8M 6.0k 472.55
2022-12-31 $3.1M 5.9k 530.25
2022-09-30 $3.2M 6.4k 504.97
2022-06-30 $3.1M 6.0k 513.64
2022-03-31 $3.5M 6.9k 510.03
2021-12-31 $3.5M 7.0k 502.08
2021-09-30 $1.5M 3.8k 390.62
2021-06-30 $1.7M 4.2k 400.38
2021-03-31 $1.5M 3.9k 371.87
2020-12-31 $743k 2.1k 350.64
2020-09-30 $912k 2.9k 311.69