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UnitedHealth shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers investment in UnitedHealth

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All positions including UnitedHealth held by Jackson, Grant Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $852k 2.5k 345.36
2025-06-30 $456k 1.5k 312.01
2025-03-31 $762k 1.5k 523.85
2024-12-31 $734k 1.5k 505.94
2024-09-30 $882k 1.5k 584.85
2024-06-30 $767k 1.5k 509.28
2024-03-31 $743k 1.5k 494.72
2023-12-31 $788k 1.5k 526.29
2023-09-30 $753k 1.5k 504.31
2023-06-30 $717k 1.5k 480.58
2023-03-31 $984k 2.1k 472.64
2022-12-31 $1.1M 2.1k 530.19
2022-09-30 $1.1M 2.1k 505.20
2022-06-30 $1.1M 2.1k 513.50
2022-03-31 $1.1M 2.1k 510.23
2021-09-30 $819k 2.1k 390.74
2021-06-30 $838k 2.1k 400.57
2021-03-31 $770k 2.1k 371.98
2020-12-31 $658k 1.9k 350.75
2020-09-30 $398k 1.3k 311.67
2020-06-30 $376k 1.3k 295.37
2020-03-31 $316k 1.3k 249.02
2019-12-31 $372k 1.3k 294.30
2019-09-30 $274k 1.3k 217.46
2019-06-30 $306k 1.3k 243.82
2019-03-31 $309k 1.3k 247.20
2018-12-31 $340k 1.4k 249.08
2018-09-30 $298k 1.1k 266.31
2018-06-30 $274k 1.1k 245.52
2018-03-31 $238k 1.1k 214.03
2017-12-31 $244k 1.1k 220.22
2017-09-30 $216k 1.1k 195.48
2017-06-30 $204k 1.1k 185.29
2017-03-31 $180k 1.1k 164.08
2016-12-31 $175k 1.1k 160.11
2016-09-30 $152k 1.1k 139.58
2016-06-30 $289k 2.1k 140.98
2016-03-31 $255k 2.0k 128.85
2015-12-31 $232k 2.0k 117.65

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Ishares Tr Select Divid Etf (DVY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Jackson, Grant Investment Advisers

Top funds holding UnitedHealth

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Capital Research and Management Company - Division 3
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Jane Street
FMR
Capital Research Global Investors
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View all funds holding UnitedHealth