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UnitedHealth shares owned by Lummis Asset Management

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

Historical chart of Lummis Asset Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Lummis Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $23k 46 494.70
2023-12-31 $24k 46 526.48

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View all positions for Lummis Asset Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
FMR
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Alliancebernstein
Bornite Capital Management
Bank of America Corporation
Northern Trust
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company

View all funds holding UnitedHealth