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UnitedHealth shares owned by AJ Advisors

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

Historical chart of AJ Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by AJ Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $254k 513 494.86
2023-12-31 $332k 631 526.65
2023-09-30 $205k 406 504.48
2022-12-31 $263k 496 530.54

More positions owned by AJ Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Intl Div Grwth (IGRO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Principal Exchange Traded Active High Yl (YLD)
Microsoft Corporation (MSFT)
Coca-Cola Company (KO)

View all positions for AJ Advisors

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