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UnitedHealth shares owned by jvl associates

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by jvl associates from 13F filings

Historical chart of jvl associates investment in UnitedHealth

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All positions including UnitedHealth held by jvl associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by jvl associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $288k 492 584.68
2024-06-30 $238k 468 509.26
2024-03-31 $224k 452 494.70
2023-12-31 $229k 435 526.47

More positions owned by jvl associates

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 3000 Etf (IWV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Mercantile Bank (MBWM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for jvl associates

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