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UnitedHealth shares owned by AllSquare Wealth Management

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

Historical chart of AllSquare Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $712k 1.4k 526.47
2023-09-30 $682k 1.4k 504.19
2023-06-30 $656k 1.4k 479.85
2023-03-31 $620k 1.3k 472.59
2022-12-31 $646k 1.2k 530.18
2022-09-30 $615k 1.2k 504.93
2022-06-30 $626k 1.2k 513.96
2022-03-31 $601k 1.2k 510.19
2021-12-31 $556k 1.1k 501.81
2021-09-30 $433k 1.1k 390.79
2021-06-30 $444k 1.1k 400.72
2021-03-31 $412k 1.1k 371.84
2020-12-31 $439k 1.3k 350.36
2020-09-30 $422k 1.4k 311.90
2020-06-30 $399k 1.4k 294.90
2020-03-31 $337k 1.4k 249.08
2019-12-31 $442k 1.5k 294.08
2019-09-30 $339k 1.6k 217.59
2019-06-30 $351k 1.4k 244.26
2019-03-31 $281k 1.1k 247.14
2018-12-31 $255k 1.0k 249.02
2018-09-30 $206k 774 266.15
2018-06-30 $190k 774 245.48
2018-03-31 $97k 452 214.60
2017-12-31 $89k 402 221.39
2017-09-30 $80k 409 195.60
2017-03-31 $70k 428 163.55
2016-12-31 $41k 256 160.16
2016-09-30 $36k 256 140.62
2016-06-30 $36k 256 140.62
2016-03-31 $33k 256 128.91
2015-12-31 $42k 356 117.98
2015-09-30 $41k 356 115.17
2015-06-30 $43k 356 120.79
2015-03-31 $42k 356 117.98
2014-12-31 $36k 356 101.12

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Squarespace Inc Class A Stock (SQSP)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth