UnitedHealth shares owned by Schechter Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Schechter Investment Advisors
from 13F filings
Historical chart of Schechter Investment Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Schechter Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in UnitedHealth by Schechter Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $7.2M | 14k | 505.86 |
2024-09-30 | $8.9M | 15k | 584.68 |
2024-06-30 | $11M | 21k | 509.27 |
2024-03-31 | $10M | 21k | 494.70 |
2023-12-31 | $7.9M | 15k | 526.47 |
2023-09-30 | $7.8M | 16k | 504.19 |
2023-06-30 | $7.2M | 15k | 480.64 |
2023-03-31 | $6.9M | 15k | 472.59 |
2022-12-31 | $8.5M | 16k | 530.18 |
2022-09-30 | $7.9M | 16k | 502.67 |
2022-06-30 | $8.2M | 16k | 513.37 |
2022-03-31 | $8.4M | 17k | 508.98 |
2021-12-31 | $8.3M | 17k | 502.92 |
More positions owned by Schechter Investment Advisors
View all positions for Schechter Investment Advisors