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UnitedHealth shares owned by Hibernia Wealth Partners

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

Historical chart of Hibernia Wealth Partners investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Hibernia Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $281k 568 495.07
2023-12-31 $304k 577 526.14
2023-09-30 $24k 48 504.58

More positions owned by Hibernia Wealth Partners

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Ssga Active Tr Spdr Ssga Fxd (FISR)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Bloomberg High Y (JNK)
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)
Spdr Ser Tr Bloomberg Emergi (EBND)

View all positions for Hibernia Wealth Partners

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth