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UnitedHealth shares owned by Beirne Wealth Consulting Services

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Beirne Wealth Consulting Services from 13F filings

Historical chart of Beirne Wealth Consulting Services investment in UnitedHealth

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All positions including UnitedHealth held by Beirne Wealth Consulting Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Beirne Wealth Consulting Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $217k 371 584.68
2023-12-31 $906k 1.7k 526.99
2022-12-31 $307k 30k 10.16
2020-12-31 $1.6M 4.5k 350.63
2020-09-30 $1.4M 4.5k 311.80
2019-03-31 $1.2M 4.8k 247.22
2018-12-31 $1.5M 6.2k 249.15

More positions owned by Beirne Wealth Consulting Services

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Beirne Wealth Consulting 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