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UnitedHealth shares owned by Litman Gregory Asset Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Litman Gregory Asset Management from 13F filings

Historical chart of Litman Gregory Asset Management investment in UnitedHealth

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All positions including UnitedHealth held by Litman Gregory Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $13M 26k 505.85
2024-09-30 $15M 26k 584.68
2024-06-30 $14M 27k 509.26
2024-03-31 $12M 24k 494.70
2023-12-31 $12M 23k 526.47
2023-09-30 $12M 23k 504.19
2023-03-31 $411k 869 472.41
2018-03-31 $86k 400 215.00

More positions owned by Litman Gregory Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio Short (SPSB)
Visa Com Cl A (V)

View all positions for Litman Gregory Asset Management

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