Cardinal Point Capital Management, ULC »

UnitedHealth shares owned by Cardinal Point Capital Management, ULC

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cardinal Point Capital Management, ULC from 13F filings

Historical chart of Cardinal Point Capital Management, ULC investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Cardinal Point Capital Management, ULC 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 Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 4.0k 345.30
2025-06-30 $1.2M 4.0k 311.97
2023-09-30 $234k 464 504.19
2023-03-31 $216k 457 472.59
2022-12-31 $274k 516 530.18

More positions owned by Cardinal Point Capital Management, ULC

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Rbc Cad (RY)
Pimco Etf Tr Multisector Bd (PYLD)
Alphabet Cap Stk Cl C (GOOG)
Toronto Dominion Bk Ont Com New (TD)
Ishares Gold Tr Ishares New (IAU)

View all positions for Cardinal Point Capital Management, ULC

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