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UnitedHealth shares owned by Soundwatch Capital

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

Historical chart of Soundwatch Capital investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Soundwatch Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 2.5k 420.35
2023-09-30 $1.0M 2.0k 504.19
2023-06-30 $928k 1.9k 488.23
2023-03-31 $857k 1.8k 472.59
2022-12-31 $2.6M 127 20601.79

More positions owned by Soundwatch Capital

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Advisor Managed Portfolios Soundwatch Hedgd (SHDG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Etf (IWB)
UnitedHealth (UNH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Amazon (AMZN)

View all positions for Soundwatch Capital

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