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UnitedHealth shares owned by Tobias Financial Advisors

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

Historical chart of Tobias Financial Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Tobias Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $326k 645 505.86
2024-09-30 $349k 597 584.68
2024-06-30 $298k 585 509.26
2024-03-31 $253k 511 494.70
2019-12-31 $29k 100 290.00

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds Growth Etf (VUG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Residential Mult (REZ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Tobias Financial Advisors

Top funds holding UnitedHealth

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

View all funds holding UnitedHealth