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UnitedHealth shares owned by Cascades Capital Asset Management

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

Historical chart of Cascades Capital Asset Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Cascades Capital Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 7.7k 345.31
2025-06-30 $2.4M 7.8k 311.95
2025-03-31 $4.2M 8.0k 523.74
2024-12-31 $4.2M 8.2k 505.88
2024-09-30 $4.8M 8.2k 584.70

More positions owned by Cascades Capital Asset Management

Vanguard S&P 500 ETF Equity (VOO)
Vanguard Dividend Appreciation ETF Equity (VIG)
Microsoft Corp Equity (MSFT)
Vanguard S&P 500 Value Equity (VOOV)
Apple Equity (AAPL)
Nvidia Corp Equity (NVDA)
Vanguard Growth ETF Equity (VUG)
Wisdomtree Floating Rate Treas. ETF Equity (USFR)
Vanguard Mid Cap Index ETF Equity (VO)
Alphabet Inc Class A Equity (GOOGL)
S P D R S&p 500 Etf Equity (SPY)
Vanguard International Divdend ETF Equity (VIGI)
I Shares MSCI USA Minimum Volatilty Equity (USMV)
I Shares 3-7 Year US Treas. ETF Equity (IEI)
Vanguard Value ETF Equity (VTV)

View all positions for Cascades Capital Asset Management

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