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UnitedHealth shares owned by DecisionPoint Financial

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

Historical chart of DecisionPoint Financial investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by DecisionPoint Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $28k 57 495.35
2023-12-31 $30k 57 526.47
2023-09-30 $29k 57 504.19
2023-06-30 $27k 57 480.65
2023-03-31 $27k 57 472.60
2022-12-31 $35k 66 530.18

More positions owned by DecisionPoint Financial

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Home BancShares (HOMB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Microsoft Corporation (MSFT)

View all positions for DecisionPoint Financial

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