UnitedHealth shares owned by SGL Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by SGL Investment Advisors
from 13F filings
Historical chart of SGL Investment Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by SGL Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by SGL Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $795k | 2.4k | 333.79 |
| 2025-06-30 | $202k | 656 | 307.70 |
| 2025-03-31 | $733k | 1.9k | 385.55 |
| 2024-12-31 | $932k | 1.8k | 527.40 |
| 2024-09-30 | $1.7M | 2.9k | 593.15 |
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