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UnitedHealth shares owned by Hickory Asset Management

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

Historical chart of Hickory Asset Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Hickory Asset Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $329k 1.1k 311.94
2025-03-31 $550k 1.1k 523.76
2024-12-31 $559k 1.1k 505.68

More positions owned by Hickory Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)
Vanguard Specialized Funds Div App Etf (VIG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Pimco Etf Tr Multisector Bd (PYLD)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Hickory Asset Management

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
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth