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UnitedHealth shares owned by Northwest Financial Advisors

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

Historical chart of Northwest Financial Advisors investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Northwest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $194k 332 585.18
2024-06-30 $246k 483 509.27
2024-03-31 $247k 499 494.70
2023-12-31 $174k 331 526.58

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View all positions for Northwest Financial Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Wellington Management Company
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Norges Bank Investment Management
Northern Trust
Franklin Resources

View all funds holding UnitedHealth