UnitedHealth shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Sheets Smith Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 5.4k | 584.70 |
| 2024-06-30 | $2.5M | 4.9k | 509.28 |
| 2024-03-31 | $2.6M | 5.2k | 494.72 |
| 2023-12-31 | $2.6M | 5.0k | 526.49 |
| 2023-09-30 | $2.5M | 5.0k | 504.20 |
| 2023-06-30 | $2.4M | 5.1k | 480.65 |
| 2023-03-31 | $2.4M | 473 | 5104.66 |
| 2022-12-31 | $3.5M | 6.7k | 530.19 |
| 2022-09-30 | $3.4M | 6.7k | 505.11 |
| 2022-06-30 | $3.4M | 6.6k | 513.58 |
| 2022-03-31 | $3.4M | 6.6k | 509.98 |
| 2021-12-31 | $3.9M | 7.9k | 502.10 |
| 2021-09-30 | $3.1M | 7.9k | 390.70 |
| 2021-06-30 | $3.1M | 7.9k | 400.48 |
| 2021-03-31 | $3.0M | 8.1k | 372.05 |
| 2020-12-31 | $2.8M | 8.0k | 350.67 |
| 2020-09-30 | $2.4M | 7.8k | 311.81 |
| 2020-06-30 | $1.9M | 6.5k | 294.89 |
| 2020-03-31 | $2.2M | 9.0k | 249.33 |
| 2019-12-31 | $2.9M | 9.8k | 293.25 |
| 2019-09-30 | $1.4M | 6.5k | 217.37 |
| 2019-06-30 | $1.8M | 7.3k | 243.96 |
| 2019-03-31 | $1.8M | 7.2k | 247.23 |
| 2018-12-31 | $1.8M | 7.4k | 249.09 |
| 2018-09-30 | $2.9M | 11k | 266.01 |
| 2018-06-30 | $2.3M | 9.4k | 245.30 |
| 2018-03-31 | $2.0M | 9.3k | 213.97 |
| 2017-12-31 | $1.6M | 7.4k | 220.42 |
| 2017-09-30 | $1.6M | 8.0k | 195.80 |
| 2017-06-30 | $1.5M | 8.0k | 185.43 |
| 2017-03-31 | $1.3M | 8.0k | 163.95 |
| 2016-12-31 | $1.3M | 8.0k | 160.07 |
| 2016-09-30 | $1.1M | 8.0k | 140.01 |
| 2016-06-30 | $1.1M | 7.7k | 141.20 |
| 2016-03-31 | $993k | 7.7k | 128.91 |
| 2015-12-31 | $897k | 7.6k | 117.64 |
| 2015-09-30 | $1.1M | 9.5k | 116.00 |
| 2015-06-30 | $1.2M | 9.4k | 122.02 |
| 2015-03-31 | $1.1M | 9.5k | 118.31 |
More positions owned by Sheets Smith Wealth Management
View all positions for Sheets Smith Wealth Management