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UnitedHealth shares owned by Accordant Advisory Group

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

Historical chart of Accordant Advisory Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Accordant Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $691 2 345.50
2025-06-30 $624 2 312.00
2024-03-31 $155k 314 494.70

More positions owned by Accordant Advisory Group

Farmland Partners (FPI)
Sprott Physical Gold Trust Unit (PHYS)
Vaneck Merk Gold Trust Gold Shs (OUNZ)
Uranium Royalty Corp (UROY)
Pacer Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)
Sprott Physical Silver Trust Tr Unit (PSLV)
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)
Franklin Ftse Brazil Etf Ftse Brazil (FLBR)
Agnico (AEM)
Franklin Ftse Japan Etf Ftse Japan Etf (FLJP)
St. Joe Company (JOE)
Alamos Gold Com Cl A (AGI)
Abrdn Physical Platinum Shares Etf Physcl Platm Shs (PPLT)
Ishares Self-driving Ev And Tech Etf Self Drivng Ev (IDRV)
Weyerhaeuser Com New (WY)

View all positions for Accordant Advisory Group

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth