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UnitedHealth shares owned by Private Client Services

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Private Client Services from 13F filings

Historical chart of Private Client Services investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Private Client Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $367k 627 585.10
2024-06-30 $314k 617 508.87
2024-03-31 $306k 619 494.56
2023-12-31 $338k 642 526.72

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds 2026 Term (IBHF)

View all positions for Private Client Services

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