UnitedHealth shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.4k | 345.28 |
| 2025-06-30 | $1.6M | 5.3k | 311.96 |
| 2024-12-31 | $7.0M | 13k | 531.19 |
| 2024-09-30 | $3.7M | 6.3k | 584.64 |
| 2024-06-30 | $3.4M | 6.7k | 509.29 |
| 2024-03-31 | $3.9M | 7.9k | 494.72 |
| 2023-12-31 | $3.7M | 7.0k | 526.47 |
| 2023-09-30 | $3.6M | 7.1k | 504.19 |
| 2023-06-30 | $4.1M | 8.6k | 480.66 |
| 2023-03-31 | $2.9M | 6.1k | 472.58 |
| 2022-12-31 | $3.2M | 6.1k | 530.15 |
| 2022-09-30 | $3.0M | 5.9k | 505.00 |
| 2022-06-30 | $3.0M | 5.9k | 513.68 |
| 2022-03-31 | $3.3M | 6.4k | 510.03 |
| 2021-12-31 | $3.4M | 6.8k | 502.13 |
| 2021-09-30 | $2.5M | 6.5k | 390.75 |
| 2021-06-30 | $2.1M | 5.3k | 400.55 |
| 2021-03-31 | $887k | 2.4k | 372.06 |
| 2020-03-31 | $205k | 699 | 293.28 |
| 2019-12-31 | $205k | 699 | 293.28 |
| 2019-09-30 | $253k | 1.2k | 219.20 |
| 2019-06-30 | $194k | 797 | 243.90 |
| 2019-03-31 | $126k | 514 | 245.14 |
| 2018-12-31 | $102k | 407 | 250.61 |
| 2018-09-30 | $94k | 352 | 267.05 |
| 2018-06-30 | $86k | 352 | 244.32 |
| 2018-03-31 | $77k | 361 | 213.30 |
| 2017-12-31 | $75k | 352 | 213.07 |