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UnitedHealth shares owned by Burns Matteson Capital Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Burns Matteson Capital Management from 13F filings

Historical chart of Burns Matteson Capital Management investment in UnitedHealth

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All positions including UnitedHealth held by Burns Matteson Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Burns Matteson Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 6.5k 330.11
2025-09-30 $2.8M 8.0k 345.28
2023-03-31 $208k 440 472.97
2021-09-30 $213k 544 390.61

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Pacer Us Cash Cows 100 Etf Etf (COWZ)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)
Ishares Russell Top 200 Growth Etf Etf (IWY)
Schwab Us Dividend Equity Etf Etf (SCHD)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Spdr Gold Shares Etf (GLD)
Wisdomtree Dynamic International Equity Fund Etf (DDWM)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Amazon Stock (AMZN)

View all positions for Burns Matteson Capital Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Capital World Investors
Geode Capital Management
Citadel Advisors
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Jane Street
Wellington Management Company
FMR
Norges Bank Investment Management
Dodge & Cox
Bank of New York Mellon

View all funds holding UnitedHealth