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UnitedHealth shares owned by Centerpoint Advisory Group

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

Historical chart of Centerpoint Advisory Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Centerpoint Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 599 345.30
2025-06-30 $249k 799 311.97
2025-03-31 $375k 716 523.75
2024-12-31 $458k 905 505.86

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View all positions for Centerpoint Advisory Group

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