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UnitedHealth shares owned by Petra Financial Advisors

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

Historical chart of Petra Financial Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Petra Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $226k 386 584.68

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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Listed Fd Tr Core Alt Fd (CCOR)
Spdr Gold Tr Gold Shs (GLD)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Guggenheim Strategic Opportu Com Sbi (GOF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microsoft Corporation (MSFT)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Cnx Resources Corporation (CNX)

View all positions for Petra Financial Advisors

Top funds holding UnitedHealth

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

View all funds holding UnitedHealth