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UnitedHealth shares owned by Trust Point

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

Historical chart of Trust Point investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Trust Point

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 4.3k 494.70
2023-12-31 $2.4M 4.5k 526.47

More positions owned by Trust Point

Vanguard Common Stock (VIG)
Ishares Common Stock (ISTB)
Wisdomtree Common Stock (QGRW)
Vanguard Common Stock (VV)
Quanta Services Common Stock (PWR)
Principal Financial Group Common Stock (PFG)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Schwab Common Stock (SCHM)
Ishares Common Stock (IWB)
Nvidia Corp Common Stock (NVDA)
Ishares Common Stock (IVE)
Ishares Common Stock (IVW)
Wisdomtree Common Stock (PUTW)
Vanguard Common Stock (VTI)

View all positions for Trust Point

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