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UnitedHealth shares owned by Joseph Group Capital Management

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

Historical chart of Joseph Group Capital Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Joseph Group Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.3M 6.5k 509.26
2024-03-31 $2.8M 5.7k 494.70
2023-09-30 $1.9M 3.7k 504.19
2023-06-30 $1.1M 2.3k 480.64
2023-03-31 $924k 2.0k 472.59
2022-12-31 $900k 1.7k 530.35
2022-09-30 $813k 1.6k 504.97

More positions owned by Joseph Group Capital Management

Schwab Strategic Tr Us Tips Etf (SCHP)
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Wisdomtree Tr Glb High Div Fd (DEW)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)
Ishares Tr National Mun Etf (MUB)
Lam Research Corporation (LRCX)
Microsoft Corporation (MSFT)
At&t (T)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Joseph Group Capital Management

Top funds holding UnitedHealth

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

View all funds holding UnitedHealth