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UnitedHealth shares owned by M3 Advisory Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by M3 Advisory Group from 13F filings

Historical chart of M3 Advisory Group investment in UnitedHealth

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All positions including UnitedHealth held by M3 Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by M3 Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $438k 885 494.82
2023-12-31 $362k 687 526.25

More positions owned by M3 Advisory Group

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Energy (XLE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Select Sector Spdr Tr Financial (XLF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)

View all positions for M3 Advisory Group

Top funds holding UnitedHealth

Vanguard Group
BlackRock
FMR
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Alliancebernstein
Bornite Capital Management
Bank of America Corporation
Northern Trust
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company

View all funds holding UnitedHealth