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UnitedHealth shares owned by Aspen Wealth Strategies

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Aspen Wealth Strategies from 13F filings

Historical chart of Aspen Wealth Strategies investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Aspen Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Aspen Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $966k 1.8k 526.38
2023-09-30 $929k 1.8k 504.10
2023-06-30 $879k 1.8k 480.56
2023-03-31 $846k 1.8k 472.51
2022-12-31 $950k 1.8k 530.09

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View all positions for Aspen Wealth Strategies

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