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UnitedHealth shares owned by Enclave Advisors

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

Historical chart of Enclave Advisors investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Enclave Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 3.1k 584.77

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Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mid Cap Etf (VO)
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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View all positions for Enclave Advisors

Top funds holding UnitedHealth

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

View all funds holding UnitedHealth