UnitedHealth shares owned by Sierra Summit Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sierra Summit Advisors
from 13F filings
Historical chart of Sierra Summit Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Sierra Summit Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 6.6k | 345.30 |
| 2025-06-30 | $786k | 2.5k | 311.97 |
| 2025-03-31 | $1.6M | 3.0k | 523.75 |
| 2024-12-31 | $1.7M | 3.3k | 505.86 |
| 2024-09-30 | $2.2M | 3.8k | 584.68 |
| 2024-06-30 | $1.7M | 3.3k | 509.26 |
| 2024-03-31 | $6.9M | 14k | 494.70 |
| 2023-12-31 | $7.0M | 13k | 526.47 |