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UnitedHealth shares owned by Peninsula Wealth

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

Historical chart of Peninsula Wealth investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Peninsula Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $287k 561 511.94
2024-03-31 $272k 549 494.49
2023-12-31 $324k 616 526.60
2023-09-30 $303k 581 521.99
2023-06-30 $235k 490 480.50
2022-12-31 $204k 384 530.73

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View all positions for Peninsula Wealth

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Royal Bank of Canada
Wells Fargo & Company
Bank of New York Mellon
Alliancebernstein
Franklin Resources
Nuveen Asset Management
Bank of America Corporation
Charles Schwab Investment Management

View all funds holding UnitedHealth