UnitedHealth shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 37k | 345.30 |
| 2025-06-30 | $2.5M | 7.9k | 312.00 |
| 2025-03-31 | $2.1M | 4.0k | 523.69 |
| 2024-12-31 | $2.1M | 4.1k | 505.89 |
| 2024-09-30 | $1.3M | 2.2k | 584.75 |
| 2024-06-30 | $1.1M | 2.1k | 509.18 |
| 2024-03-31 | $972k | 2.0k | 494.60 |
| 2023-12-31 | $1.2M | 2.2k | 526.52 |
| 2023-09-30 | $997k | 2.0k | 504.32 |
| 2023-06-30 | $805k | 1.7k | 480.68 |
| 2023-03-31 | $763k | 1.6k | 472.73 |
| 2022-12-31 | $748k | 1.4k | 530.19 |
| 2022-09-30 | $797k | 1.6k | 505.39 |
| 2022-06-30 | $805k | 1.6k | 513.39 |
| 2022-03-31 | $769k | 1.5k | 509.95 |
| 2021-12-31 | $764k | 1.5k | 502.30 |
| 2021-09-30 | $427k | 1.1k | 391.03 |
| 2021-06-30 | $440k | 1.1k | 400.36 |
| 2020-12-31 | $386k | 1.1k | 350.27 |
| 2020-09-30 | $321k | 1.0k | 311.35 |
| 2020-06-30 | $289k | 981 | 294.60 |
| 2020-03-31 | $236k | 947 | 249.21 |
| 2019-12-31 | $297k | 1.0k | 294.06 |
| 2019-09-30 | $219k | 1.0k | 217.26 |
| 2019-06-30 | $246k | 1.0k | 243.81 |
| 2018-12-31 | $278k | 1.1k | 249.10 |
| 2018-09-30 | $363k | 1.4k | 266.13 |
| 2018-06-30 | $620k | 2.5k | 245.25 |
| 2018-03-31 | $496k | 2.3k | 213.79 |
| 2017-12-31 | $530k | 2.4k | 220.19 |
| 2017-09-30 | $479k | 2.4k | 195.59 |
| 2017-06-30 | $469k | 2.5k | 185.23 |
| 2017-03-31 | $328k | 2.0k | 163.59 |
| 2016-12-31 | $233k | 1.5k | 160.25 |