Advantage Trust »

UnitedHealth shares owned by Advantage Trust

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Advantage Trust from 13F filings

Historical chart of Advantage Trust investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Advantage Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by Advantage Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $12k 25 494.72
2023-12-31 $13k 25 526.48

More positions owned by Advantage Trust

JP Morgan Active Growth ETF Active Growth (JGRO)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)
Vanguard Growth ETF Growth Etf (VUG)
First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)
Vanguard Value ETF Value Etf (VTV)
Vanguard Information Technology ETF Inf Tech Etf (VGT)
Fidelity Enhanced International ETF Enhanced Intl (FENI)
JP Morgan ActiveBuilders Emerging Markets Equity ETF Activebldrs Emer (JEMA)
Vanguard Real Estate ETF Real Estate Etf (VNQ)
IShares MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
First Trust NASDAQ Cybersecurity ETF Nasdaq Cyb Etf (CIBR)
SPDR S&P Kensho New Economies Composite ETF S&p Kensho New (KOMP)
Vanguard Sector Index Health Care ETF Health Car Etf (VHT)
Defiance 5G Next Generation Connectivity ETF Defiance Next (FIVG)
IShares Biotechnology ETF Ishares Biotech (IBB)

View all positions for Advantage Trust

Top funds holding UnitedHealth

Vanguard Group
BlackRock
FMR
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Alliancebernstein
Bornite Capital Management
Bank of America Corporation
Northern Trust
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company

View all funds holding UnitedHealth