UnitedHealth shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $775k | 2.2k | 345.34 |
| 2025-06-30 | $702k | 2.2k | 311.97 |
| 2025-03-31 | $1.1M | 2.2k | 523.71 |
| 2024-12-31 | $1.1M | 2.1k | 505.91 |
| 2024-09-30 | $1.2M | 2.1k | 584.68 |
| 2024-06-30 | $1.1M | 2.2k | 509.23 |
| 2024-03-31 | $1.1M | 2.1k | 494.61 |
| 2023-12-31 | $1.1M | 2.1k | 526.57 |
| 2023-09-30 | $985k | 2.0k | 504.24 |
| 2023-06-30 | $1.0M | 2.1k | 480.64 |
| 2023-03-31 | $956k | 2.0k | 472.55 |
| 2022-12-31 | $1.0M | 1.9k | 530.09 |
| 2022-09-30 | $812k | 1.6k | 504.98 |
| 2022-06-30 | $838k | 1.6k | 513.48 |
| 2022-03-31 | $827k | 1.6k | 509.86 |
| 2021-12-31 | $697k | 1.4k | 502.16 |
| 2021-09-30 | $482k | 1.2k | 390.92 |
| 2021-06-30 | $448k | 1.2k | 372.40 |
| 2021-03-31 | $448k | 1.2k | 372.40 |
| 2020-12-31 | $420k | 1.2k | 350.58 |