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UnitedHealth shares owned by TruNorth Capital Management

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

Historical chart of TruNorth Capital Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by TruNorth Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $59k 116 509.26
2024-03-31 $16k 32 494.69

More positions owned by TruNorth Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Stryker Corporation (SYK)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Columbia Etf Tr I Diversifid Fxd (DIAL)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for TruNorth Capital Management

Top funds holding UnitedHealth

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

View all funds holding UnitedHealth