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UnitedHealth shares owned by Bbjs Financial Advisors

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

Historical chart of Bbjs Financial Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Bbjs Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $35k 60 584.68
2024-06-30 $31k 60 509.27

More positions owned by Bbjs Financial Advisors

Atlassian Corporation Cl A (TEAM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Spdr Ser Tr S&p Metals Mng (XME)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Value (VLUE)
NVIDIA Corporation (NVDA)

View all positions for Bbjs Financial Advisors

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