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UnitedHealth shares owned by Cm Wealth Advisors

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

Historical chart of Cm Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $292k 500 584.68
2024-06-30 $237k 465 509.26
2024-03-31 $233k 465 500.96

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View all positions for Cm Wealth Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth