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UnitedHealth shares owned by CarsonAllaria Wealth Management

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

Historical chart of CarsonAllaria Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $35k 71 497.31
2023-12-31 $37k 71 527.23
2023-09-30 $36k 70 510.36
2023-06-30 $38k 79 484.18
2023-03-31 $38k 79 474.22
2022-12-31 $42k 79 531.65

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Pimco Etf Tr Muni Income Opp (MINO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)

View all positions for CarsonAllaria 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