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UnitedHealth shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $256k 437 584.94
2024-06-30 $80M 232k 345.08
2024-03-31 $261k 528 494.86
2023-09-30 $270k 535 504.24
2023-06-30 $215k 447 481.16

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View all positions for Strategic Financial Concepts

Top funds holding UnitedHealth

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

View all funds holding UnitedHealth