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UnitedHealth shares owned by Consilio Wealth Advisors

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

Historical chart of Consilio Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Consilio Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $275k 557 494.33
2023-12-31 $371k 705 526.16
2023-09-30 $231k 453 509.01
2023-06-30 $224k 466 481.13
2023-03-31 $249k 527 472.92
2022-12-31 $247k 466 530.49

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View all positions for Consilio Wealth Advisors

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