Milestone Asset Management »

UnitedHealth shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.5M 13k 494.70
2023-12-31 $378k 718 526.49
2023-09-30 $266k 516 514.57
2023-06-30 $211k 439 480.64
2023-03-31 $211k 447 472.59
2022-12-31 $222k 456 485.81

More positions owned by Milestone Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Microsoft Corporation (MSFT)
Apple (AAPL)
UnitedHealth (UNH)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Travelers Companies (TRV)

View all positions for Milestone Asset Management

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth