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
Download as csvQuarterly 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 |
More positions owned by Sterling Investment Advisors
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