UnitedHealth shares owned by Secured Retirement Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Secured Retirement Advisors
from 13F filings
Historical chart of Secured Retirement Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Secured Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Secured Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $619k | 1.8k | 345.39 |
| 2025-06-30 | $2.2M | 7.1k | 311.97 |
| 2025-03-31 | $1.6M | 3.0k | 523.68 |
| 2024-12-31 | $4.7M | 9.3k | 505.88 |
| 2024-09-30 | $5.3M | 9.0k | 584.67 |
| 2024-06-30 | $4.5M | 8.9k | 509.23 |
| 2024-03-31 | $3.8M | 7.7k | 494.70 |
| 2023-12-31 | $3.6M | 6.8k | 526.47 |
More positions owned by Secured Retirement Advisors
View all positions for Secured Retirement Advisors