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UnitedHealth shares owned by Walkner Condon Financial Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Walkner Condon Financial Advisors from 13F filings

Historical chart of Walkner Condon Financial Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Walkner Condon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $351k 709 494.68
2023-12-31 $393k 747 526.46
2023-09-30 $277k 549 504.24
2023-06-30 $232k 483 480.60
2023-03-31 $231k 488 472.41
2022-12-31 $206k 389 530.15

More positions owned by Walkner Condon Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)

View all positions for Walkner Condon Financial 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