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UnitedHealth shares owned by Fountainhead AM

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

Historical chart of Fountainhead AM investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Fountainhead AM

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 408 584.98
2024-06-30 $219k 430 509.41
2024-03-31 $207k 417 495.13

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Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Fs Kkr Capital Corp (FSK)
Apple (AAPL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Fountainhead AM

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