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UnitedHealth shares owned by Carr Financial Group Corp

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Carr Financial Group Corp from 13F filings

Historical chart of Carr Financial Group Corp investment in UnitedHealth

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All positions including UnitedHealth held by Carr Financial Group Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Carr Financial Group Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $515k 1.0k 494.64
2023-12-31 $612k 1.2k 526.56
2023-09-30 $602k 1.1k 530.98
2023-06-30 $275k 573 480.66

More positions owned by Carr Financial Group Corp

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Carr Financial Group Corp

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