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UnitedHealth shares owned by TFB Advisors

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

Historical chart of TFB Advisors investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by TFB Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $475k 982 484.11
2023-12-31 $325k 617 526.47
2023-09-30 $538k 1.1k 504.19
2023-06-30 $442k 920 480.64
2023-03-31 $421k 891 472.59
2022-12-31 $459k 866 530.18

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View all positions for TFB 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