Fullcircle Wealth »

UnitedHealth shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Fullcircle Wealth 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 Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 3.1k 559.81

More positions owned by Fullcircle Wealth

United Parcel Service CL B (UPS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Snowflake Cl A (SNOW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Bloomberg High Y (JNK)
Texas Instruments Incorporated (TXN)
Unilever Spon Adr New (UL)
Ishares Tr Core Total Usd (IUSB)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)

View all positions for Fullcircle Wealth

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Royal Bank of Canada
Wells Fargo & Company
Bank of New York Mellon
Alliancebernstein
Franklin Resources
Nuveen Asset Management
Bank of America Corporation
Charles Schwab Investment Management

View all funds holding UnitedHealth