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UnitedHealth shares owned by Landmark Financial Advisors

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

Historical chart of Landmark Financial Advisors investment in UnitedHealth

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All positions including UnitedHealth held by Landmark Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Landmark Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $213k 422 504.19
2023-06-30 $203k 422 480.64
2023-03-31 $202k 427 472.59
2022-12-31 $226k 427 530.18
2022-09-30 $216k 427 505.85
2022-06-30 $229k 445 514.61
2022-03-31 $244k 465 524.73

More positions owned by Landmark Financial Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Flexshares Tr Flexshares Ultra (RAVI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Flexshares Tr Stoxx Globr Inf (NFRA)
Us Bancorp Del Com New (USB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)

View all positions for Landmark Financial 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