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UnitedHealth shares owned by Agate Pass Investment Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Agate Pass Investment Management from 13F filings

Historical chart of Agate Pass Investment Management investment in UnitedHealth

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All positions including UnitedHealth held by Agate Pass Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Agate Pass Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $246k 497 494.70
2023-12-31 $209k 397 526.47

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View all positions for Agate Pass Investment Management

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