UnitedHealth shares owned by Sage Private Wealth Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sage Private Wealth Group
from 13F filings
Historical chart of Sage Private Wealth Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Sage Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $595k | 1.7k | 345.28 |
| 2025-06-30 | $515k | 1.7k | 312.06 |
| 2025-03-31 | $416k | 794 | 523.95 |
| 2024-12-31 | $380k | 750 | 505.98 |
| 2024-09-30 | $274k | 469 | 584.75 |
| 2024-06-30 | $252k | 494 | 509.26 |
| 2024-03-31 | $233k | 471 | 494.70 |
| 2022-09-30 | $52k | 103 | 504.85 |
| 2022-06-30 | $53k | 103 | 514.56 |
| 2022-03-31 | $53k | 103 | 514.56 |
| 2021-12-31 | $51k | 103 | 495.15 |
| 2021-09-30 | $40k | 103 | 388.35 |
| 2021-06-30 | $41k | 103 | 398.06 |
| 2021-03-31 | $38k | 103 | 368.93 |
| 2020-12-31 | $36k | 103 | 349.51 |