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UnitedHealth shares owned by Exchange Bank

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

Historical chart of Exchange Bank investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Exchange Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $357k 722 494.70
2023-12-31 $386k 734 526.47
2023-09-30 $460k 913 504.19
2023-06-30 $377k 785 480.64

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View all positions for Exchange Bank

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