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UnitedHealth shares owned by Sterling Group Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sterling Group Wealth Management from 13F filings

Historical chart of Sterling Group Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Sterling Group Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Sterling Group Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 506 415.63
2025-03-31 $316k 604 523.75
2024-12-31 $306k 604 505.86
2024-09-30 $353k 604 584.68
2024-06-30 $308k 604 509.26
2023-12-31 $450k 854 526.47
2023-09-30 $435k 863 504.19
2023-06-30 $415k 863 480.64
2023-03-31 $408k 863 472.59
2022-12-31 $395k 744 530.18