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UnitedHealth shares owned by Mosley Wealth Management

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

Historical chart of Mosley Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Mosley Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $444k 898 494.70

More positions owned by Mosley Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Ishares Tr Core Total Usd (IUSB)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Apple (AAPL)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Mosley Wealth Management

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth