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UnitedHealth shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1M 7.8k 526.47
2023-09-30 $406k 805 504.06
2023-06-30 $356k 741 480.40
2023-03-31 $223k 471 473.07
2022-12-31 $258k 486 530.58
2022-09-30 $305k 605 504.13
2022-06-30 $245k 453 540.84
2022-03-31 $225k 440 511.36
2021-12-31 $216k 443 487.58

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

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