AA Financial Advisors »

UnitedHealth shares owned by AA Financial Advisors

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

Historical chart of AA Financial Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by AA Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $948k 1.9k 505.86
2024-09-30 $1.0M 1.7k 584.68
2024-06-30 $837k 1.6k 509.26
2024-03-31 $1.0M 2.1k 494.70

More positions owned by AA Financial Advisors

Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for AA Financial Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Wellington Management Company
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Norges Bank Investment Management
Northern Trust
Franklin Resources

View all funds holding UnitedHealth