Goldstone Financial Group »

UnitedHealth shares owned by Goldstone Financial Group

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

Historical chart of Goldstone Financial Group investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Goldstone Financial Group 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 Goldstone Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $591k 1.2k 505.72
2024-09-30 $565k 966 584.69
2024-06-30 $386k 759 508.98

More positions owned by Goldstone Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr Core S&p Us Gwt (IUSG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Fundamental Us S (FNDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Actively Managed Exc Var Rate Invt (VRIG)

View all positions for Goldstone Financial Group

Top funds holding UnitedHealth

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
Royal Bank of Canada

View all funds holding UnitedHealth