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UnitedHealth shares owned by Running Point Capital Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Running Point Capital Advisors from 13F filings

Historical chart of Running Point Capital Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Running Point Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Running Point Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $245k 486 504.19
2023-06-30 $221k 459 480.64
2023-03-31 $227k 481 472.59
2022-12-31 $254k 479 530.18
2022-09-30 $232k 459 505.45
2022-03-31 $238k 467 509.64
2021-12-31 $226k 451 501.11

More positions owned by Running Point Capital Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Msci Equal Weite (EUSA)
Fidelity Covington Trust Low Volity Etf (FDLO)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr U.s. Real Es Etf (IYR)
Global X Fds X Emerging Mkt (EMBD)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)

View all positions for Running Point Capital Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
FMR
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Alliancebernstein
Bornite Capital Management
Bank of America Corporation
Northern Trust
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company

View all funds holding UnitedHealth