Clear Rock Advisors »

UnitedHealth shares owned by Clear Rock Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Clear Rock Advisors from 13F filings

Historical chart of Clear Rock Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Clear Rock Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by Clear Rock Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $427k 824 518.22

More positions owned by Clear Rock Advisors

Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Us Treas Bd Etf (GOVT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Broadcom (AVGO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)
Lam Research Corporation (LRCX)
D.R. Horton (DHI)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Costco Wholesale Corporation (COST)
Amphenol Corp Cl A (APH)

View all positions for Clear Rock Advisors

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