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UnitedHealth shares owned by Jacobsen Capital Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Jacobsen Capital Management from 13F filings

Historical chart of Jacobsen Capital Management investment in UnitedHealth

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All positions including UnitedHealth held by Jacobsen Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Jacobsen Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $881k 1.5k 584.68
2024-06-30 $795k 1.6k 509.26
2024-03-31 $788k 1.6k 494.70
2023-12-31 $849k 1.6k 526.47
2023-09-30 $800k 1.6k 504.19
2023-06-30 $729k 1.5k 480.64
2023-03-31 $708k 1.5k 472.59

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Vanguard Index Fds Value Etf (VTV)
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Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
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Alphabet Cap Stk Cl A (GOOGL)
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View all positions for Jacobsen Capital Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth