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UnitedHealth shares owned by Powers Advisory Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Powers Advisory Group from 13F filings

Historical chart of Powers Advisory Group investment in UnitedHealth

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All positions including UnitedHealth held by Powers Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Powers Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $245k 418 584.83
2024-06-30 $203k 399 508.95

More positions owned by Powers Advisory Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Wal-Mart Stores (WMT)

View all positions for Powers Advisory Group

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