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UnitedHealth shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 32k 494.69
2023-12-31 $1.0M 1.9k 526.60
2022-12-31 $213k 401 530.19

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View all positions for Simplicity Wealth

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