Financial & Tax Architects »

UnitedHealth shares owned by Financial & Tax Architects

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Financial & Tax Architects from 13F filings

Historical chart of Financial & Tax Architects investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Financial & Tax Architects consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by Financial & Tax Architects

Quarter filed Position value Share count Share price at filing
2024-09-30 $508k 868 584.68
2024-06-30 $442k 868 509.26

More positions owned by Financial & Tax Architects

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)
Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
International Business Machines (IBM)
Wal-Mart Stores (WMT)
Lowe's Companies (LOW)
Abbvie (ABBV)

View all positions for Financial & Tax Architects

Top funds holding UnitedHealth

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth