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UnitedHealth shares owned by Abacus Wealth Partners

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Abacus Wealth Partners from 13F filings

Historical chart of Abacus Wealth Partners investment in UnitedHealth

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All positions including UnitedHealth held by Abacus Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Abacus Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $363k 756 480.64
2023-03-31 $334k 675 494.28
2021-09-30 $212k 542 391.01
2021-06-30 $242k 603 400.69
2021-03-31 $213k 573 372.31

More positions owned by Abacus Wealth Partners

Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Dimensional Etf Trust Global Sustaina (DFSB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Tidal Etf Tr Adasina Social (JSTC)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Nushares Etf Tr Nuveen Esg Midvl (NUMV)
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust International (DFSI)
Dimensional Etf Trust Emerging Markets (DFSE)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)

View all positions for Abacus Wealth Partners

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
Bank of New York Mellon
Wells Fargo & Company
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth