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UnitedHealth shares owned by Bromfield Sneider Wealth Advisors

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

Historical chart of Bromfield Sneider Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Bromfield Sneider Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $41k 83 494.70
2023-12-31 $44k 83 526.47
2023-09-30 $42k 83 504.19
2023-06-30 $51k 105 480.64
2023-03-31 $50k 105 472.59
2022-12-31 $56k 105 530.18
2022-09-30 $53k 105 504.76
2022-06-30 $54k 105 514.29
2022-03-31 $54k 105 514.29

More positions owned by Bromfield Sneider Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Bromfield Sneider Wealth Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
FMR
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Alliancebernstein
Bornite Capital Management
Bank of America Corporation
Northern Trust
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company

View all funds holding UnitedHealth