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UnitedHealth shares owned by Truepoint

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

Historical chart of Truepoint investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Truepoint

Quarter filed Position value Share count Share price at filing
2024-09-30 $633k 1.1k 584.68
2024-06-30 $379k 745 509.26
2024-03-31 $400k 809 494.70
2023-12-31 $1.3M 2.4k 526.47
2023-09-30 $718k 1.4k 504.27

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Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Truepoint

Top funds holding UnitedHealth

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

View all funds holding UnitedHealth