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UnitedHealth shares owned by AlTi Global

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

Historical chart of AlTi Global investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by AlTi Global

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 18k 584.68
2024-06-30 $9.0M 18k 509.26
2024-03-31 $9.9M 20k 494.70
2023-12-31 $6.7M 13k 526.47

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for AlTi Global

Top funds holding UnitedHealth

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth