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Strategic Investment Solutions »

UnitedHealth shares owned by Strategic Investment Solutions

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

Historical chart of Strategic Investment Solutions investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Strategic Investment Solutions

Quarter filed	Position value	Share count	Share price at filing
2023-09-30	$2.3M	4.7k	491.53
2023-06-30	$37k	74	493.64
2023-03-31	$35k	74	472.59

More positions owned by Strategic Investment Solutions

Dfa Global Equity I Equity Funds (DGEIX)

Schwab Us Dividend Equity Etf Uit Exchange Traded (SCHD)

Dfa Global Allocation 25/75 I Equity Funds (DGTSX)

Dimensional U S Targetedvalue Etf Uit Exchange Traded (DFAT)

Vanguard Wellesley Income Admiral Equity Funds (VWIAX)

Vanguard Growth Etf Uit Exchange Traded (VUG)

Dimensional Us Marketwide Value Etf Uit Exchange Traded (DFUV)

Berkshire Hathaway Class B Common Stock (BRK.B)

American Funds American Mutual F2 Ntf Equity Funds (AMRFX)

Dimensional U S Core Equity 2 Etf Uit Exchange Traded (DFAC)

Vgrd Stc Etf Dv Uit Exchange Traded (VCSH)

Ishares Core Msci Totl Intl Stck Etf Uit Exchange Traded (IXUS)

Dimensional Us Core Equity Markt Etf Uit Exchange Traded (DFAU)

Dimensional Us High Proftblty Etf Uit Exchange Traded (DUHP)

Dimensional Wld Ex Us Creq 2 Etf Uit Exchange Traded (DFAX)

View all positions for Strategic Investment Solutions

Top funds holding UnitedHealth

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

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