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UnitedHealth shares owned by Aspect Partners

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

Historical chart of Aspect Partners investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Aspect Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $187k 319 584.67
2024-06-30 $163k 319 509.26
2024-03-31 $158k 319 494.70
2023-12-31 $168k 319 526.47

More positions owned by Aspect Partners

Spdr S&p 500 Etf Trust Etf (SPY)
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Spdr Gold Shares Etf (GLD)
Ishares U.s. Real Estate Etf Etf (IYR)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)
Return Stacked Global Stocks & Bonds Etf Etf (RSSB)
Real Estate Select Sector Spdr Fund Etf (XLRE)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Distillate Small/mid Cash Flow Etf Etf (DSMC)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Aspect Partners

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