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UnitedHealth shares owned by Financial Council Asset Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Financial Council Asset Management from 13F filings

Historical chart of Financial Council Asset Management investment in UnitedHealth

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All positions including UnitedHealth held by Financial Council Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Financial Council Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $401k 810 494.70
2023-12-31 $426k 810 526.47
2023-09-30 $388k 770 504.19
2023-06-30 $352k 733 480.64
2023-03-31 $346k 733 472.59
2022-12-31 $389k 733 530.18
2022-09-30 $370k 733 504.77

More positions owned by Financial Council Asset Management

Capital Group Global Growth Equity ETF Shs Creation Uni (CGGO)
Capital Group Growth ETF Shs Creation Uni (CGGR)
iShares Core U.S. Growth ETF Core S&p Us Gwt (IUSG)
SPDR Portfolio S&P 500 Value ETF Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
iShares Core S&P U.S. Value ETF Core S&p Us Vlu (IUSV)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
SPDR Portfolio S&P 500 Growth ETF Prtflo S&p500 Gw (SPYG)
iShares Russell 3000 ETF Russell 3000 Etf (IWV)
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Dimensional U.S. Core Equity 2 ETF Us Core Equity 2 (DFAC)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
iShares MSCI Acwi ETF Msci Acwi Etf (ACWI)
iShares MSCI Acwi Ex U.S. ETF Msci Acwi Ex Us (ACWX)

View all positions for Financial Council Asset Management

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