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UnitedHealth shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $285k 1.1k 270.59
2025-09-30 $352k 1.0k 345.30
2025-06-30 $601k 1.9k 311.97
2025-03-31 $1.1M 2.2k 523.75
2024-12-31 $1.2M 2.3k 505.86

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Top funds holding UnitedHealth

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
Charles Schwab Investment Management
Citadel Advisors
Capital Research Global Investors
Morgan Stanley
Jane Street
FMR
Bank of America Corporation

View all funds holding UnitedHealth