UnitedHealth shares owned by SageView Advisory Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 12k | 345.31 |
| 2025-06-30 | $2.2M | 7.9k | 282.11 |
| 2025-03-31 | $5.2M | 10k | 523.79 |
| 2024-12-31 | $5.3M | 11k | 505.85 |
| 2024-09-30 | $5.4M | 9.2k | 584.67 |
| 2024-06-30 | $5.1M | 10k | 509.25 |
| 2024-03-31 | $1.5M | 9.8k | 148.63 |
| 2023-12-31 | $5.5M | 11k | 503.60 |
| 2023-09-30 | $4.4M | 8.7k | 504.18 |
| 2023-06-30 | $4.0M | 8.3k | 480.64 |
| 2023-03-31 | $3.6M | 7.6k | 472.61 |
| 2022-12-31 | $1.6M | 3.1k | 530.10 |