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UnitedHealth shares owned by NorthAvenue

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

Historical chart of NorthAvenue investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by NorthAvenue

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$83k	250	330.11

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Dimensional Etf Trust Us Targeted Vlu (DFAT)

Dimensional Etf Trust Intl Small Cap V (DISV)

Dimensional Etf Trust Emerging Mkts Va (DFEV)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)

Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)

Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)

Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)

Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)

Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)

Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)

Procter & Gamble Company (PG)

View all positions for NorthAvenue

Top funds holding UnitedHealth

State Street Corporation

Susquehanna International

Capital World Investors

Geode Capital Management

Citadel Advisors

Capital Research and Management Company - Division 3

Jpmorgan Chase & Co

Wellington Management Company

Norges Bank Investment Management

Bank of New York Mellon

View all funds holding UnitedHealth

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