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UnitedHealth shares owned by Team Financial Group

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

Historical chart of Team Financial Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Team Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $295k 505 584.81
2024-06-30 $278k 547 508.94
2024-03-31 $260k 526 494.81
2023-12-31 $304k 578 526.14
2023-09-30 $291k 577 504.34

More positions owned by Team Financial Group

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Largecap Fund Etf (EPS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree U.s. Multifactor Fund Etf (USMF)
Pgim Total Return Bond Etf Etf (PTRB)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)
Wisdomtree Us Smallcap Quality Dividend Growth Fund Etf (DGRS)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Spdr Gold Minishares Trust Etf (GLDM)
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)
Wisdomtree Enhanced Commodity Stgy Etf (GCC)

View all positions for Team Financial Group

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Royal Bank of Canada
Franklin Resources
Wells Fargo & Company
Alliancebernstein
Bank of New York Mellon
Nuveen Asset Management
Bank of America Corporation
Charles Schwab Investment Management

View all funds holding UnitedHealth