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UnitedHealth shares owned by Invera Wealth Advisors

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

Historical chart of Invera Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 3.2k 493.18
2023-12-31 $1.7M 3.1k 526.47

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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