UnitedHealth shares owned by SC&H Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by SC&H Financial Advisors
from 13F filings
Historical chart of SC&H Financial Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by SC&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $777k | 2.3k | 345.35 |
| 2025-06-30 | $707k | 2.3k | 312.01 |
| 2025-03-31 | $1.2M | 2.2k | 523.82 |
| 2024-12-31 | $1.2M | 2.3k | 505.93 |
| 2024-09-30 | $1.4M | 2.4k | 584.77 |
| 2024-06-30 | $1.2M | 2.4k | 509.19 |
| 2024-03-31 | $1.2M | 2.4k | 494.64 |
| 2023-12-31 | $1.3M | 2.4k | 526.45 |
| 2023-09-30 | $1.2M | 2.4k | 504.26 |
| 2023-06-30 | $1.1M | 2.4k | 480.55 |
| 2023-03-31 | $1.1M | 2.4k | 472.65 |
| 2022-12-31 | $1.2M | 2.4k | 530.21 |
| 2022-09-30 | $1.2M | 2.4k | 505.01 |
| 2022-06-30 | $1.5M | 2.9k | 513.52 |
| 2022-03-31 | $1.5M | 2.9k | 509.84 |
| 2021-12-31 | $1.6M | 3.1k | 502.08 |