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UnitedHealth shares owned by Strategic Wealth Designers

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Strategic Wealth Designers from 13F filings

Historical chart of Strategic Wealth Designers investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Strategic Wealth Designers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Strategic Wealth Designers

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.9M 17k 583.29
2024-06-30 $6.1M 12k 494.66
2023-12-31 $616k 1.2k 526.60
2023-06-30 $302k 629 480.83
2023-03-31 $291k 616 472.76
2022-12-31 $282k 592 476.40
2022-09-30 $315k 624 504.81
2022-06-30 $288k 560 514.29
2022-03-31 $288k 565 509.73
2021-12-31 $379k 754 502.65
2020-12-31 $1.1M 3.1k 350.83