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UnitedHealth shares owned by CSM Advisors

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

Historical chart of CSM Advisors investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by CSM Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $251k 498 504.02
2023-06-30 $239k 498 479.92
2023-03-31 $251k 533 470.92
2022-12-31 $282k 533 529.08
2022-09-30 $258k 511 504.89
2022-06-30 $229k 446 513.45

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View all positions for CSM 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
Bank of New York Mellon
Wells Fargo & Company
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth