UnitedHealth shares owned by Cetera Trust Company
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cetera Trust Company
from 13F filings
Historical chart of Cetera Trust Company investment in UnitedHealth
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All positions including UnitedHealth held by Cetera Trust Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Cetera Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 5.7k | 584.68 |
| 2024-06-30 | $3.0M | 5.8k | 509.26 |
| 2024-03-31 | $3.1M | 6.3k | 494.70 |
| 2023-12-31 | $3.5M | 6.6k | 526.47 |