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UnitedHealth shares owned by BKM Wealth Management

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

Historical chart of BKM Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 5.5k 584.68
2024-06-30 $2.5M 5.0k 509.26
2024-03-31 $2.6M 5.2k 494.70
2023-12-31 $2.0M 3.8k 526.47

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View all positions for BKM Wealth Management

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