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UnitedHealth shares owned by Tempus Wealth Planning

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

Historical chart of Tempus Wealth Planning investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $322k 652 494.47
2023-12-31 $232k 441 526.59
2022-12-31 $250k 471 530.18
2022-09-30 $279k 553 504.52

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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