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UnitedHealth shares owned by Excelsior Advisor Network

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Excelsior Advisor Network from 13F filings

Historical chart of Excelsior Advisor Network investment in UnitedHealth

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All positions including UnitedHealth held by Excelsior Advisor Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Excelsior Advisor Network

Quarter filed Position value Share count Share price at filing
2026-06-30 $373k 896 415.85

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Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
T. Rowe Price Associates
Susquehanna International
Jpmorgan Chase & Co
Charles Schwab Investment Management
Sixth Street Partners Management Company
Jane Street
Morgan Stanley
Citadel Advisors

View all funds holding UnitedHealth