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UnitedHealth shares owned by Union Savings Bank

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

Historical chart of Union Savings Bank investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Union Savings Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $291k 588 494.70
2023-12-31 $310k 588 526.46
2023-09-30 $268k 531 504.18
2023-06-30 $228k 451 506.35

More positions owned by Union Savings Bank

Berkshire Hathaway Common Stock (BRK.A)
Invesco S&p 500 Quality Etf Etf - Large Cap (SPHQ)
Ishares Core S&p Mid-cap Etf Etf - Mid Cap (IJH)
Spdr S&p 500 Etf Trust Etf - Large Cap (SPY)
Microsoft Corp Common Stock (MSFT)
Vanguard High Dividend Yield Etf Etf - Large Cap (VYM)
Ishares Russell 2000 Index Etf - Small Cap (IWM)
Apple Incorporated Common Stock (AAPL)
Spdr S&p Midcap 400 Etf Tr Etf - Mid Cap (MDY)
Ishares Core S&p Small-cap Etf Etf - Small Cap (IJR)
J P Morgan Chase & Co Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Spdr S&p Dividend Etf Etf - Large Cap (SDY)
Idexx Laboratories Common Stock (IDXX)
Procter & Gamble Common Stock (PG)

View all positions for Union Savings Bank

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