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UnitedHealth shares owned by Generate Investment Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Generate Investment Management from 13F filings

Historical chart of Generate Investment Management investment in UnitedHealth

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All positions including UnitedHealth held by Generate Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Generate Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $34M 67k 509.26
2024-03-31 $29M 58k 494.70
2023-12-31 $29M 56k 526.47

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Apple (AAPL)
Pulte (PHM)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Western Alliance Bancorporation (WAL)
UnitedHealth (UNH)
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CRH Ord (CRH)
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View all positions for Generate Investment Management

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