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UnitedHealth shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in UnitedHealth

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All positions including UnitedHealth held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 19k 584.67
2024-06-30 $9.6M 19k 509.26
2024-03-31 $8.2M 17k 494.69
2023-12-31 $8.4M 16k 526.48
2023-09-30 $7.3M 15k 504.21
2023-06-30 $7.1M 15k 480.65
2023-03-31 $7.1M 15k 472.61
2022-12-31 $8.8M 17k 530.18
2022-09-30 $8.4M 17k 505.07
2022-06-30 $8.4M 16k 513.63
2022-03-31 $8.4M 17k 509.96
2021-12-31 $8.0M 16k 502.15
2021-09-30 $6.3M 16k 390.74
2021-06-30 $6.4M 16k 400.40
2021-03-31 $5.9M 16k 372.07
2020-12-31 $5.3M 15k 350.68
2020-09-30 $4.8M 15k 311.76
2020-06-30 $4.4M 15k 294.95
2020-03-31 $3.8M 15k 249.40
2019-12-31 $4.4M 15k 293.97
2019-09-30 $3.2M 15k 217.34
2019-06-30 $3.6M 15k 244.02
2019-03-31 $3.6M 15k 247.29
2018-12-31 $3.5M 14k 249.12
2018-09-30 $3.5M 13k 266.04
2018-06-30 $3.2M 13k 245.35
2018-03-31 $2.9M 14k 214.03
2017-12-31 $3.0M 14k 220.47
2017-09-30 $2.8M 14k 195.86
2017-06-30 $2.8M 15k 185.42
2017-03-31 $2.6M 16k 164.00
2016-12-31 $2.5M 16k 160.07
2016-09-30 $2.3M 16k 139.98
2016-06-30 $2.2M 16k 141.21
2016-03-31 $1.9M 15k 128.93
2015-12-31 $1.6M 14k 117.66
2015-09-30 $1.6M 13k 116.02
2015-06-30 $1.1M 9.3k 122.01
2015-03-31 $808k 6.8k 118.32

More positions owned by McKinley Carter Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Msci Emrg Chn (EMXC)
Apple (AAPL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Select Sector Spdr Tr Technology (XLK)
Ishares Core Msci Emkt (IEMG)

View all positions for McKinley Carter Wealth Services

Top funds holding UnitedHealth

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

View all funds holding UnitedHealth