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UnitedHealth shares owned by Second Half Financial Partners

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

Historical chart of Second Half Financial Partners investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Second Half Financial Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $212k 402 526.46
2023-09-30 $200k 397 504.17
2023-06-30 $2.6M 5.4k 480.67
2022-12-31 $5.3M 11k 499.19
2022-09-30 $2.6M 5.1k 505.06
2022-06-30 $4.5M 12k 372.07
2022-03-31 $4.5M 12k 372.07

More positions owned by Second Half Financial Partners

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Bd Index Fds Long Term Bond (BLV)
BlackRock (BLK)
Starwood Property Trust (STWD)
National Retail Properties (NNN)
Ishares Msci Gbl Etf New (PICK)
Johnson & Johnson (JNJ)
L3harris Technologies (LHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Lockheed Martin Corporation (LMT)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr Sbi Int-utils (XLU)

View all positions for Second Half Financial Partners

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