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UnitedHealth shares owned by Houlihan Financial Resource Group

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

Historical chart of Houlihan Financial Resource Group investment in UnitedHealth

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All positions including UnitedHealth held by Houlihan Financial Resource Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Houlihan Financial Resource Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $274k 524 522.90
2024-12-31 $265k 524 505.73
2024-09-30 $306k 524 583.97
2024-06-30 $267k 524 509.54
2024-03-31 $259k 524 494.27
2023-06-30 $6.0M 12k 488.91
2020-09-30 $103k 292 352.74

More positions owned by Houlihan Financial Resource Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Series Trust S&p Divid Etf (SDY)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec25 Etf (IBDQ)

View all positions for Houlihan Financial Resource Group

Top funds holding UnitedHealth

Vanguard Group
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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
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox
Northern Trust

View all funds holding UnitedHealth