Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

UnitedHealth shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $640k 1.2k 526.47
2023-09-30 $613k 1.2k 504.19
2023-06-30 $584k 1.2k 480.64
2023-03-31 $551k 1.2k 472.59
2022-12-31 $618k 1.2k 530.18
2022-09-30 $588k 1.2k 504.72
2022-06-30 $596k 1.2k 513.79
2022-03-31 $592k 1.2k 510.34
2021-12-31 $582k 1.2k 501.72
2021-09-30 $453k 1.2k 390.52
2021-06-30 $465k 1.2k 400.86
2021-03-31 $432k 1.2k 372.41
2020-12-31 $407k 1.2k 350.86
2020-09-30 $351k 1.1k 312.00
2020-06-30 $332k 1.1k 295.11
2020-03-31 $281k 1.1k 249.78
2019-12-31 $404k 1.4k 294.25
2019-09-30 $244k 1.1k 216.89
2019-06-30 $275k 1.1k 244.44
2019-03-31 $278k 1.1k 247.11
2018-12-31 $280k 1.1k 248.89
2018-09-30 $299k 1.1k 265.78
2018-06-30 $276k 1.1k 245.33
2018-03-31 $241k 1.1k 214.22
2017-12-31 $248k 1.1k 220.44
2017-09-30 $220k 1.1k 195.56
2017-06-30 $209k 1.1k 185.78
2016-03-31 $145k 1.1k 128.89
2015-09-30 $131k 1.1k 116.44
2015-06-30 $137k 1.1k 121.78
2015-03-31 $133k 1.1k 118.22
2014-12-31 $114k 1.1k 101.33
2014-06-30 $92k 1.1k 81.78
2014-03-31 $92k 1.1k 81.78
2013-12-31 $85k 1.1k 75.56

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital 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