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UnitedHealth shares owned by Caerus Investment Advisors

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

Historical chart of Caerus Investment Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Caerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $576k 1.7k 345.30
2023-12-31 $425k 808 526.47
2023-09-30 $407k 808 504.19
2023-06-30 $388k 808 480.64

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View all positions for Caerus Investment Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox
Northern Trust

View all funds holding UnitedHealth