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UnitedHealth shares owned by Lifestyle Asset Management

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

Historical chart of Lifestyle Asset Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Lifestyle Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $204k 413 494.70
2023-12-31 $236k 449 526.47
2023-09-30 $244k 483 504.19
2023-06-30 $234k 487 480.64
2023-03-31 $232k 491 472.59
2022-12-31 $246k 463 530.18

More positions owned by Lifestyle Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Exxon Mobil Corporation (XOM)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)

View all positions for Lifestyle Asset 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