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UnitedHealth shares owned by Values Added Financial

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

Historical chart of Values Added Financial investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $582k 995 584.68
2024-06-30 $489k 960 509.26
2024-03-31 $442k 894 494.70
2023-12-31 $558k 1.1k 526.47
2023-09-30 $452k 897 504.19
2023-06-30 $440k 915 480.64

More positions owned by Values Added Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Esg Eafe Etf (DMXF)

View all positions for Values Added Financial

Top funds holding UnitedHealth

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

View all funds holding UnitedHealth