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UnitedHealth shares owned by Commonwealth Financial Services

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

Historical chart of Commonwealth Financial Services investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Commonwealth Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $351k 666 526.47

More positions owned by Commonwealth Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Russell 2000 Etf (IWM)
Ea Series Trust Us Quan Momentum (QMOM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Ibonds 25 Trm Hg (IBHE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Ibonds 2026 Term (IBHF)
Ishares Tr Msci Eafe Etf (EFA)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)

View all positions for Commonwealth Financial 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