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UnitedHealth shares owned by Warwick Investment Management

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

Historical chart of Warwick Investment Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Warwick Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $352k 602 584.68
2024-06-30 $270k 531 509.26

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Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
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Select Sector Spdr Tr Energy (XLE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
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Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Warwick Investment Management

Top funds holding UnitedHealth

Vanguard Group
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Morgan Stanley
Geode Capital Management
Royal Bank of Canada
Franklin Resources
Wells Fargo & Company
Alliancebernstein
Bank of New York Mellon
Nuveen Asset Management
Bank of America Corporation
Charles Schwab Investment Management

View all funds holding UnitedHealth