UnitedHealth shares owned by Sendero Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sendero Wealth Management
from 13F filings
Historical chart of Sendero Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Sendero Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 6.1k | 345.30 |
| 2025-06-30 | $1.9M | 6.2k | 311.97 |
| 2025-03-31 | $1.9M | 3.5k | 523.75 |
| 2024-12-31 | $1.5M | 2.9k | 505.86 |
| 2024-09-30 | $1.6M | 2.7k | 584.70 |
| 2024-06-30 | $1.4M | 2.7k | 509.26 |
| 2024-03-31 | $830k | 1.7k | 494.70 |
| 2023-12-31 | $1.4M | 2.6k | 526.47 |
| 2023-09-30 | $1.2M | 2.5k | 504.19 |
| 2023-06-30 | $1.2M | 2.4k | 480.65 |
| 2023-03-31 | $2.9M | 6.2k | 472.59 |
| 2022-12-31 | $3.0M | 5.6k | 530.18 |
| 2022-09-30 | $3.3M | 6.6k | 504.22 |
| 2022-06-30 | $3.6M | 7.0k | 513.98 |
| 2022-03-31 | $3.0M | 5.9k | 509.88 |
| 2021-12-31 | $2.9M | 5.8k | 502.17 |