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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
2025-09-30 $1.5M 4.4k 345.28
2025-06-30 $1.3M 4.2k 311.99
2025-03-31 $1.5M 2.9k 523.67
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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Powershares Qqq Tr Etf (QQQ)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Duncan Williams Asset Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth