Hoxton Planning & Management »

UnitedHealth shares owned by Hoxton Planning & Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Hoxton Planning & Management from 13F filings

Historical chart of Hoxton Planning & Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Hoxton Planning & Management 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 Hoxton Planning & Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $611k 1.2k 494.70
2023-12-31 $692k 1.3k 526.24
2023-09-30 $625k 1.2k 504.03
2023-06-30 $593k 1.2k 480.64
2023-03-31 $582k 1.2k 472.59
2022-12-31 $772k 1.5k 530.18

More positions owned by Hoxton Planning & Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Mbs Etf (MBB)

View all positions for Hoxton Planning & Management

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