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UnitedHealth shares owned by AAFCPAs Wealth Management

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

Historical chart of AAFCPAs Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by AAFCPAs Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $211k 507 415.63
2020-12-31 $2.6M 7.5k 350.67

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Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Intl (IDEV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
World Gold Tr Spdr Gld Minis (GLDM)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl C (GOOG)
Fidelity Covington Trust Enhanced Large (FELC)
Ishares Tr Rus 1000 Grw Etf (IWF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for AAFCPAs Wealth Management

Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
Charles Schwab Investment Management
Citadel Advisors
Capital Research Global Investors
Morgan Stanley
Jane Street
FMR
Bank of America Corporation
Wellington Management Company

View all funds holding UnitedHealth