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UnitedHealth shares owned by Sterling Investment Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sterling Investment Advisors from 13F filings

Historical chart of Sterling Investment Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Sterling Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Sterling Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $538k 1.6k 345.23
2025-06-30 $212k 680 311.97
2025-03-31 $302k 576 523.75
2024-12-31 $228k 451 505.86
2022-06-30 $132k 257 513.62
2022-03-31 $185k 362 511.05
2021-12-31 $174k 347 501.44
2021-09-30 $130k 332 391.57
2021-06-30 $145k 363 399.45
2021-03-31 $120k 322 372.67
2020-12-31 $106k 302 350.99
2020-09-30 $105k 337 311.57
2020-06-30 $99k 337 293.77
2020-03-31 $146k 587 248.72
2019-12-31 $99k 337 293.77
2019-09-30 $73k 337 216.62
2019-06-30 $82k 337 243.32
2019-03-31 $83k 337 246.29
2018-12-31 $83k 337 246.29
2018-09-30 $119k 448 265.62
2018-06-30 $76k 311 244.37
2018-03-31 $43k 200 215.00
2017-12-31 $44k 200 220.00
2017-09-30 $39k 200 195.00
2017-06-30 $79k 424 186.32
2017-03-31 $131k 800 163.75
2016-12-31 $128k 800 160.00