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UnitedHealth shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in UnitedHealth

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All positions including UnitedHealth held by Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $338k 664 509.26
2024-03-31 $329k 664 494.70
2023-12-31 $350k 664 526.47

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
FMR
Capital World Investors
T. Rowe Price Associates
Jpmorgan Chase & Co
Wellington Management Company
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Legal & General Group
Royal Bank of Canada

View all funds holding UnitedHealth