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UnitedHealth shares owned by Cascade Financial Partners

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

Historical chart of Cascade Financial Partners investment in UnitedHealth

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All positions including UnitedHealth held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $535k 939 569.84
2024-06-30 $453k 889 509.24

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View all positions for Cascade Financial Partners

Top funds holding UnitedHealth

BlackRock
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
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
Wells Fargo & Company
Bank of New York Mellon
Invesco
Charles Schwab Investment Management

View all funds holding UnitedHealth