UnitedHealth shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $302k | 874 | 345.20 |
| 2025-06-30 | $220k | 706 | 312.01 |
| 2024-12-31 | $349k | 690 | 505.67 |
| 2024-09-30 | $396k | 677 | 585.09 |
| 2024-06-30 | $230k | 452 | 509.54 |