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UnitedHealth shares owned by Litman Gregory Asset Management

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

Historical chart of Litman Gregory Asset Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 23k 526.47
2023-09-30 $12M 23k 504.19
2023-03-31 $411k 869 472.41
2018-03-31 $86k 400 215.00

More positions owned by Litman Gregory Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)

View all positions for Litman Gregory 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