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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

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
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