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UnitedHealth shares owned by Ballew Advisors

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

Historical chart of Ballew Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Ballew Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $304k 508 599.23
2018-09-30 $65k 251 258.96
2018-06-30 $71k 291 243.99
2018-03-31 $62k 291 213.06

More positions owned by Ballew Advisors

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Core S&p Scp Etf (IJR)
Global X Fds Global X Silver (SIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Arthur J. Gallagher & Co. (AJG)
Ishares Tr Rus Md Cp Gr Etf (IWP)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amplify Etf Tr Amplify Junior S (SILJ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Ballew Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth