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UnitedHealth shares owned by Concentric Capital Strategies

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Concentric Capital Strategies from 13F filings

Historical chart of Concentric Capital Strategies investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Concentric Capital Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Concentric Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 3.8k 584.68
2024-06-30 $1.4M 2.7k 509.26
2023-12-31 $404k 768 526.47
2023-09-30 $1.9M 3.7k 504.19

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Top funds holding UnitedHealth

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

View all funds holding UnitedHealth