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UnitedHealth shares owned by Forthright Family Wealth Advisory

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

Historical chart of Forthright Family Wealth Advisory investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $242k 441 549.62
2024-06-30 $291k 572 509.26
2024-03-31 $256k 518 494.70
2023-12-31 $267k 508 526.47

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Forthright Family Wealth Advisory

Top funds holding UnitedHealth

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

View all funds holding UnitedHealth