Savvy Advisors »

UnitedHealth shares owned by Savvy Advisors

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

Historical chart of Savvy Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Savvy Advisors 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 Savvy Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $310k 588 526.53

More positions owned by Savvy Advisors

Amgen (AMGN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Msci Intl Vlu Ft (IVLU)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for Savvy Advisors

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