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UnitedHealth shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $52k 103 505.86
2024-09-30 $68k 117 584.68
2024-06-30 $94k 185 509.26
2024-03-31 $51k 104 494.70
2023-12-31 $53k 100 526.47
2023-03-31 $214k 453 472.59
2022-12-31 $240k 453 530.18

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View all positions for Pacific Capital Wealth Advisors

Top funds holding UnitedHealth

Vanguard Group
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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