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UnitedHealth shares owned by Duncan Williams Asset Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Duncan Williams Asset Management from 13F filings

Historical chart of Duncan Williams Asset Management investment in UnitedHealth

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All positions including UnitedHealth held by Duncan Williams Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 2.7k 505.89
2024-09-30 $1.5M 2.6k 584.60
2024-06-30 $1.0M 2.0k 509.21
2024-03-31 $922k 1.9k 494.63

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View all positions for Duncan Williams Asset Management

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