Annis Gardner Whiting Capital Advisors »

UnitedHealth shares owned by Annis Gardner Whiting Capital Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Annis Gardner Whiting Capital Advisors from 13F filings

Historical chart of Annis Gardner Whiting Capital Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Annis Gardner Whiting Capital Advisors 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 Annis Gardner Whiting Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $519k 986 526.67
2023-09-30 $462k 917 504.29

More positions owned by Annis Gardner Whiting Capital Advisors

Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Brp Group Com Cl A (BRP)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Acwi Etf (ACWI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Progressive Corporation (PGR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Annis Gardner Whiting Capital Advisors

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