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UnitedHealth shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 18k 584.69
2024-03-31 $8.3M 17k 494.71
2023-12-31 $6.2M 12k 526.45
2022-12-31 $7.7M 15k 530.19
2022-09-30 $7.4M 15k 505.02

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View all positions for Icon Wealth Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Royal Bank of Canada
Franklin Resources
Wells Fargo & Company
Alliancebernstein
Bank of New York Mellon
Nuveen Asset Management
Bank of America Corporation
Charles Schwab Investment Management

View all funds holding UnitedHealth