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UnitedHealth shares owned by Etesian Wealth Advisors

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

Historical chart of Etesian Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Etesian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $443k 896 494.70
2023-12-31 $514k 980 524.90
2023-09-30 $484k 959 504.19
2023-06-30 $463k 963 480.64
2023-03-31 $453k 959 472.59
2022-12-31 $515k 971 530.18

More positions owned by Etesian Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Costco Wholesale Corporation (COST)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Microsoft Corporation (MSFT)
Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Amazon (AMZN)
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)

View all positions for Etesian Wealth Advisors

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