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UnitedHealth shares owned by Arlington Trust

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

Historical chart of Arlington Trust investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Arlington Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $867k 1.8k 494.70
2023-12-31 $977k 1.9k 526.47
2023-09-30 $303k 601 504.19

More positions owned by Arlington Trust

Vanguard High Dividend Yield ETF (VYM)
Vanguard Europe Pacific ETF (VEA)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Int High Dvd Yld In exchange traded funds (VYMI)
Microsoft Corporation (MSFT)
Schwab Strategic Tr us lrg cap etf (SCHX)
Vanguard Total Stock Market ETF (VTI)
Apple (AAPL)
Berkshire Hathaway (BRK.B)
iShares S&P 500 Value Index (IVE)
Proshares Tr russ 2000 divd (SMDV)
Spdr S&p 500 Etf (SPY)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)

View all positions for Arlington Trust

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