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UnitedHealth shares owned by Pinnacle Wealth Management Group

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

Historical chart of Pinnacle Wealth Management Group investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Pinnacle Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $205k 415 494.70
2023-12-31 $219k 415 526.47
2023-09-30 $209k 415 504.19

More positions owned by Pinnacle Wealth Management Group

Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Mbs Etf (MBB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Innovator Etfs Trust Nasdaq 100 Mana
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Russell 2000 Etf (IWM)
Morgan Stanley Com New (MS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for Pinnacle Wealth Management Group

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