Bitterroot Capital Advisors »

UnitedHealth shares owned by Bitterroot Capital Advisors

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

Historical chart of Bitterroot Capital Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by Bitterroot Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $38k 140 270.59

More positions owned by Bitterroot Capital Advisors

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Tesla Motors (TSLA)
Vanguard Specialized Funds Div App Etf (VIG)
Msci (MSCI)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Plains Gp Hldgs Ltd Partnr Int A (PAGP)

View all positions for Bitterroot Capital Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Vanguard Portfolio Management
Capital World Investors
Citadel Advisors
Geode Capital Management
Capital Research and Management Company - Division 3
Wellington Management Company
Jane Street
FMR
Bank of New York Mellon
Hsbc Holdings

View all funds holding UnitedHealth