Safeguard Financial »

UnitedHealth shares owned by Safeguard Financial

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

Historical chart of Safeguard Financial investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by Safeguard Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $233k 398 584.68
2023-06-30 $86k 180 477.78

More positions owned by Safeguard Financial

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Ibonds Dec2026 (IBDR)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Safeguard Financial

Top funds holding UnitedHealth

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

View all funds holding UnitedHealth