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UnitedHealth shares owned by Novak & Powell Financial Services

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Novak & Powell Financial Services from 13F filings

Historical chart of Novak & Powell Financial Services investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Novak & Powell Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Novak & Powell Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $682k 1.3k 526.65

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Spdr S&p 500 Etf Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Value Etf Value Etf (VTV)
Vanguard Bd Index Short Term Short Trm Bond (BSV)
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Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Ishares Core S&p Mid-cap Etf Core S&p (IJH)
Ishares Core S&p Small-cap Etf Core S&p (IJR)

View all positions for Novak & Powell Financial Services

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