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UnitedHealth shares owned by DiMeo Schneider & Associates

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by DiMeo Schneider & Associates from 13F filings

Historical chart of DiMeo Schneider & Associates investment in UnitedHealth

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All positions including UnitedHealth held by DiMeo Schneider & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by DiMeo Schneider & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $744k 1.4k 526.47
2023-09-30 $797k 1.6k 504.19
2022-12-31 $2.5M 4.7k 530.18
2022-09-30 $229k 454 504.41
2022-06-30 $329k 641 513.26
2022-03-31 $238k 466 510.73
2021-12-31 $211k 420 502.38

More positions owned by DiMeo Schneider & Associates

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Uber Technologies (UBER)
Select Sector Spdr Tr Energy (XLE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for DiMeo Schneider & Associates

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