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UnitedHealth shares owned by Apex Investment Services

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Apex Investment Services from 13F filings

Historical chart of Apex Investment Services investment in UnitedHealth

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All positions including UnitedHealth held by Apex Investment Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Apex Investment Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $205k 350 584.68

More positions owned by Apex Investment Services

Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Mbs Etf (MBB)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Apex Investment Services

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