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UnitedHealth shares owned by Landmark Financial Advisors

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

Historical chart of Landmark Financial Advisors investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Landmark Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $222k 422 526.47
2023-09-30 $213k 422 504.19
2023-06-30 $203k 422 480.64
2023-03-31 $202k 427 472.59
2022-12-31 $226k 427 530.18
2022-09-30 $216k 427 505.85
2022-06-30 $229k 445 514.61
2022-03-31 $244k 465 524.73

More positions owned by Landmark Financial Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Flexshares Tr Flexshares Ultra (RAVI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Us Bancorp Del Com New (USB)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)

View all positions for Landmark Financial Advisors

Top funds holding UnitedHealth

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

View all funds holding UnitedHealth