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UnitedHealth shares owned by Cascadia Advisory Services

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cascadia Advisory Services from 13F filings

Historical chart of Cascadia Advisory Services investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Cascadia Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Cascadia Advisory Services

Quarter filed Position value Share count Share price at filing
2021-09-30 $3.3M 8.6k 390.75
2021-06-30 $3.4M 8.5k 400.42
2021-03-31 $3.2M 8.6k 372.12
2020-09-30 $2.6M 8.3k 311.75
2020-06-30 $2.5M 8.6k 294.98
2019-12-31 $2.4M 8.1k 293.96

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Lunt Us Factor (FCTR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Barclays 7 10 Yr (IEF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ark Etf Tr Innovation Etf (ARKK)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Kraneshares Tr Quadrtc Int Rt (IVOL)
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Amazon (AMZN)

View all positions for Cascadia Advisory Services

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth