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UnitedHealth shares owned by Facet Wealth

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

Historical chart of Facet Wealth investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Facet Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $418k 819 510.46
2023-09-30 $360k 672 535.29
2023-06-30 $319k 631 504.93
2023-03-31 $221k 468 472.83
2022-12-31 $237k 479 494.49

More positions owned by Facet Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Facet Wealth

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