Brown Financial Advisors »

UnitedHealth shares owned by Brown Financial Advisors

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

Historical chart of Brown Financial Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Brown Financial 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 Brown Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 4.7k 584.68
2024-06-30 $2.9M 5.7k 509.26

More positions owned by Brown Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Innovator Etfs Trust Equity Def Protn (TJUL)
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)
Microsoft Corporation (MSFT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Doubleline Etf Trust Mortgage Etf (DMBS)
Amazon (AMZN)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Brown 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