UnitedHealth shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 54k | 345.30 |
| 2025-06-30 | $17M | 53k | 311.97 |
| 2025-03-31 | $27M | 52k | 523.75 |
| 2024-12-31 | $15M | 29k | 505.86 |
| 2024-09-30 | $15M | 25k | 584.67 |
| 2024-06-30 | $11M | 22k | 509.25 |
| 2024-03-31 | $10M | 21k | 494.71 |
| 2023-12-31 | $16M | 31k | 526.46 |
| 2023-09-30 | $8.9M | 18k | 504.18 |
| 2023-06-30 | $7.0M | 15k | 480.64 |
| 2023-03-31 | $6.5M | 14k | 472.58 |
| 2022-12-31 | $7.1M | 14k | 530.20 |
| 2022-09-30 | $3.9M | 7.7k | 505.07 |
| 2022-06-30 | $4.8M | 9.3k | 513.69 |
| 2022-03-31 | $4.5M | 8.9k | 509.98 |
| 2021-12-31 | $3.8M | 7.5k | 502.20 |
| 2021-09-30 | $731k | 1.9k | 390.70 |
| 2021-06-30 | $1.7M | 4.2k | 400.47 |
| 2021-03-31 | $1.5M | 4.0k | 372.12 |
| 2020-12-31 | $1.3M | 3.8k | 350.59 |
| 2020-09-30 | $1.1M | 3.5k | 311.81 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $701k | 2.8k | 249.20 |
| 2019-12-31 | $723k | 2.5k | 294.02 |
| 2019-09-30 | $550k | 2.5k | 217.31 |
| 2019-06-30 | $572k | 2.3k | 244.03 |
| 2019-03-31 | $489k | 2.0k | 247.09 |
| 2018-12-31 | $372k | 1.5k | 249.33 |
| 2018-09-30 | $410k | 1.5k | 265.89 |
| 2018-06-30 | $409k | 1.7k | 245.06 |
| 2018-03-31 | $340k | 1.6k | 214.24 |
| 2017-12-31 | $374k | 1.7k | 220.39 |
| 2017-09-30 | $257k | 1.3k | 196.18 |
| 2017-06-30 | $207k | 1.1k | 185.48 |
More positions owned by Sequoia Financial Advisors
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