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UnitedHealth shares owned by Alpine Bank Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Alpine Bank Wealth Management from 13F filings

Historical chart of Alpine Bank Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Alpine Bank Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Alpine Bank Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $141k 340 415.63
2025-09-30 $25k 71 345.30
2025-06-30 $22k 71 311.96
2025-03-31 $181k 345 523.75
2024-09-30 $350k 598 584.68

More positions owned by Alpine Bank Wealth Management

Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Invesco Exch Trd Slf Idx Fd cmn (IUS)
Wisdomtree Tr (GDE)
Janus Detroit Str Tr (JAAA)
Ishares Tr cmn (STIP)
iShares S&P/Citigroup 1-3 Year Int Trsry (ISHG)
Pimco Etf Tr 0-5 high yield (HYS)
iShares S&P 500 Index (IVV)
Wisdomtree Tr (NTSD)
iShares S&P MidCap 400 Index (IJH)
Wisdomtree Floating Rate Treasury Fund (USFR)
RBB (TBIL)
Jp Morgan Exchange Traded Fd fund (JCPB)
iShares Russell 2000 Index (IWM)

View all positions for Alpine Bank Wealth Management

Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
T. Rowe Price Associates
Susquehanna International
Jpmorgan Chase & Co
Charles Schwab Investment Management
Sixth Street Partners Management Company
Jane Street
Morgan Stanley
Citadel Advisors

View all funds holding UnitedHealth