CWM »

UnitedHealth shares owned by CWM

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

Historical chart of CWM investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $58M 99k 584.68
2024-06-30 $50M 99k 509.26
2024-03-31 $43M 88k 494.70
2023-12-31 $42M 81k 526.46
2023-09-30 $37M 73k 504.19
2023-06-30 $32M 68k 480.64
2023-03-31 $29M 61k 472.59
2022-12-31 $33M 61k 530.17
2022-09-30 $33M 65k 505.04
2022-06-30 $33M 64k 513.63
2022-03-31 $35M 69k 509.97
2021-12-31 $82M 163k 502.14
2021-06-30 $64M 159k 400.44
2021-03-31 $64M 159k 400.44
2020-12-31 $64M 159k 400.44
2020-09-30 $64M 159k 400.44
2020-06-30 $41M 140k 294.95
2020-03-31 $64M 159k 400.44
2019-12-31 $20M 68k 293.98
2019-09-30 $12M 55k 217.32
2019-06-30 $64M 159k 400.44
2019-03-31 $11M 43k 247.25
2018-12-31 $6.9M 28k 249.12
2018-09-30 $13M 49k 266.04
2018-06-30 $9.3M 38k 245.34
2018-03-31 $6.1M 28k 213.99
2017-12-31 $5.5M 25k 220.47
2017-09-30 $5.9M 30k 195.84
2017-06-30 $5.8M 31k 185.42
2017-03-31 $5.8M 35k 164.01
2016-12-31 $6.7M 42k 160.04
2016-09-30 $6.4M 46k 140.00
2016-06-30 $8.9M 63k 141.20
2016-03-31 $11M 82k 128.90
2015-12-31 $13M 111k 117.64
2015-09-30 $15M 131k 116.01
2015-06-30 $17M 137k 122.00
2015-03-31 $17M 140k 118.29
2014-12-31 $16M 160k 101.09
2014-09-30 $13M 152k 86.25
2014-06-30 $12M 144k 81.75
2014-03-31 $10M 127k 81.99
2013-12-31 $8.5M 113k 75.19
2013-09-30 $8.3M 115k 71.61

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Royal Bank of Canada
Franklin Resources
Wells Fargo & Company
Alliancebernstein
Bank of New York Mellon
Nuveen Asset Management
Bank of America Corporation
Charles Schwab Investment Management

View all funds holding UnitedHealth