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UnitedHealth shares owned by Davidson Trust

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

Historical chart of Davidson Trust investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Davidson Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $204k 403 505.86
2024-09-30 $236k 403 584.68
2024-06-30 $205k 403 509.26

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View all positions for Davidson Trust

Top funds holding UnitedHealth

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

View all funds holding UnitedHealth