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UnitedHealth shares owned by Confluence Wealth Management

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

Historical chart of Confluence Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Confluence Wealth Management

Quarter filed Position value Share count Share price at filing
2020-09-30 $709k 3.3k 217.35
2020-06-30 $953k 3.2k 294.86
2020-03-31 $637k 2.6k 249.51
2019-12-31 $954k 3.2k 293.99
2019-09-30 $709k 3.3k 217.35
2019-06-30 $815k 3.3k 243.94
2019-03-31 $838k 3.4k 247.27
2018-12-31 $640k 2.6k 249.22

More positions owned by Confluence Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Flexshares Tr Qualt Divd Idx (QDF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Msci Emg Mkt Etf (EEM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Intrm Gov Cr Etf (GVI)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Rus 1000 Grw Etf (IWF)
U.S. Bancorp (USB)

View all positions for Confluence Wealth Management

Top funds holding UnitedHealth

Vanguard Group
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Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth