Baron Silver Stevens Financial Advisors »

UnitedHealth shares owned by Baron Silver Stevens Financial Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Baron Silver Stevens Financial Advisors from 13F filings

Historical chart of Baron Silver Stevens Financial Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Baron Silver Stevens Financial 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 Baron Silver Stevens Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $491k 993 494.70
2023-12-31 $404k 768 526.47
2023-09-30 $220k 437 504.19
2022-06-30 $404k 787 513.34
2021-06-30 $287k 718 399.72
2020-12-31 $45k 130 346.15

More positions owned by Baron Silver Stevens Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)

View all positions for Baron Silver Stevens Financial Advisors

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