UnitedHealth shares owned by Strategic Family Wealth Counselors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Strategic Family Wealth Counselors
from 13F filings
Historical chart of Strategic Family Wealth Counselors investment in UnitedHealth
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All positions including UnitedHealth held by Strategic Family Wealth Counselors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Strategic Family Wealth Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $692k | 2.0k | 345.36 |
| 2025-06-30 | $614k | 2.0k | 312.02 |
| 2025-03-31 | $715k | 1.4k | 523.88 |
| 2024-12-31 | $678k | 1.3k | 505.98 |
| 2024-09-30 | $667k | 1.1k | 584.85 |
| 2024-06-30 | $565k | 1.1k | 509.41 |
| 2024-03-31 | $549k | 1.1k | 494.85 |
| 2023-12-31 | $579k | 1.1k | 526.64 |
| 2023-09-30 | $555k | 1.1k | 504.36 |
| 2023-06-30 | $529k | 1.1k | 480.80 |
| 2023-03-31 | $521k | 1.1k | 472.74 |
| 2022-12-31 | $584k | 1.1k | 530.34 |
| 2022-09-30 | $556k | 1.1k | 505.00 |
| 2022-06-30 | $575k | 1.1k | 513.85 |
| 2022-03-31 | $546k | 1.1k | 509.80 |
| 2021-12-31 | $509k | 1.0k | 502.47 |
| 2021-09-30 | $396k | 1.0k | 390.92 |
| 2021-06-30 | $405k | 1.0k | 400.99 |
| 2021-03-31 | $375k | 1.0k | 372.02 |
| 2020-12-31 | $352k | 1.0k | 350.25 |
| 2020-09-30 | $301k | 965 | 311.92 |
| 2020-06-30 | $283k | 958 | 295.41 |
| 2020-03-31 | $239k | 958 | 249.48 |
| 2019-12-31 | $232k | 788 | 294.42 |
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