Garton & Associates Financial Advisors »

UnitedHealth shares owned by Garton & Associates Financial Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Garton & Associates Financial Advisors from 13F filings

Historical chart of Garton & Associates Financial Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Garton & Associates Financial Advisors 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 Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $112k 339 330.08

More positions owned by Garton & Associates Financial Advisors

Schwab Prime Advantage Money Investor SWVXX (SWVXX)
Apple Aapl (AAPL)
Broadcom Avgo (AVGO)
Fidelity Blue Chip Growth FBGRX (FBGRX)
Amazoncom Amzn (AMZN)
Pnc Finl Services PNC (PNC)
Microsoft Corp MSFT (MSFT)
Alphabet Inc Class Class A Googl (GOOGL)
Fullerthaler Behavioral Smcp Eq Inst FTHSX (FTHSX)
Fidelity Capital & Income Fagix (FAGIX)
T Rowe Price Allcap Opportunitiesi Pnaix (PNAIX)
T Rowe Price Capital Appreciation I Traix (TRAIX)
Fullerthaler Behavioral Smcp Grinstl FTXSX (FTXSX)
American Funds American Balanced F2 Ambfx (AMBFX)
Invesco Nasdaq 100 Etf QQQM (QQQM)

View all positions for Garton & Associates Financial Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox
Bank of New York Mellon

View all funds holding UnitedHealth