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UnitedHealth shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $490k 1.4k 345.37
2025-06-30 $344k 1.1k 311.99
2025-03-31 $586k 1.1k 523.65
2024-09-30 $91k 155 584.83

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Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Capital Performance 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
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth