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UnitedHealth shares owned by Francis Financial

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

Historical chart of Francis Financial investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Francis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $368k 630 584.68
2024-06-30 $299k 588 509.26
2024-03-31 $228k 460 494.70
2023-12-31 $240k 455 526.47
2023-09-30 $201k 398 504.19

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust International (DFSI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Usd Grn Bond Etf (BGRN)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Msci Kld400 Soc (DSI)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr New York Mun Etf (NYF)

View all positions for Francis Financial

Top funds holding UnitedHealth

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T. Rowe Price Associates
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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
Royal Bank of Canada

View all funds holding UnitedHealth