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UnitedHealth shares owned by Surevest

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

Historical chart of Surevest investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $102k 201 507.46
2022-06-30 $154k 300 513.33
2022-03-31 $43k 85 505.88
2021-12-31 $43k 85 505.88

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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