UnitedHealth shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39M | 112k | 345.30 |
| 2025-06-30 | $34M | 108k | 311.97 |
| 2025-03-31 | $62M | 118k | 523.75 |
| 2024-12-31 | $62M | 122k | 505.86 |
| 2024-09-30 | $70M | 120k | 584.68 |
| 2024-06-30 | $53M | 104k | 509.26 |
| 2024-03-31 | $59M | 118k | 494.70 |
| 2023-12-31 | $74M | 140k | 526.47 |
| 2023-09-30 | $68M | 135k | 504.19 |
| 2023-06-30 | $62M | 129k | 480.64 |
| 2023-03-31 | $58M | 122k | 472.59 |
| 2022-12-31 | $66M | 124k | 530.18 |
| 2022-09-30 | $61M | 121k | 505.04 |
| 2022-06-30 | $60M | 117k | 513.63 |
| 2022-03-31 | $58M | 113k | 509.97 |
| 2021-12-31 | $57M | 113k | 502.14 |
| 2021-09-30 | $41M | 104k | 390.74 |
| 2021-03-31 | $38M | 101k | 372.07 |
| 2020-09-30 | $28M | 89k | 311.77 |
| 2020-06-30 | $24M | 80k | 294.95 |
| 2020-03-31 | $20M | 80k | 249.38 |
| 2019-12-31 | $34M | 117k | 293.97 |
| 2019-09-30 | $26M | 118k | 217.32 |
| 2019-06-30 | $27M | 112k | 244.01 |
| 2019-03-31 | $31M | 123k | 247.26 |
| 2018-12-31 | $29M | 114k | 249.11 |
| 2018-09-30 | $22M | 81k | 266.05 |
| 2018-06-30 | $17M | 68k | 245.35 |
| 2018-03-31 | $13M | 61k | 214.00 |
| 2017-12-31 | $12M | 56k | 220.45 |
| 2017-09-30 | $7.8M | 40k | 195.84 |
| 2017-06-30 | $6.5M | 35k | 185.40 |
| 2017-03-31 | $5.0M | 31k | 163.99 |
| 2016-12-31 | $668k | 4.2k | 159.81 |
More positions owned by Steward Partners Investment Advisory
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