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UnitedHealth shares owned by Gentry Private Wealth

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

Historical chart of Gentry Private Wealth investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Gentry Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Gentry Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $599k 1.0k 584.68
2024-06-30 $524k 1.0k 509.26

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Spdr Ser Tr Portfolio Intrmd (SPIB)
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RBB Us Treasry 12 Mt (OBIL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
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View all positions for Gentry Private Wealth

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Wellington Management Company
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

View all funds holding UnitedHealth