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UnitedHealth shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 22k 584.68
2024-06-30 $11M 21k 509.27
2024-03-31 $7.2M 15k 494.69
2023-12-31 $7.1M 14k 526.45

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View all positions for Concurrent Investment 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