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UnitedHealth shares owned by Adamsbrown Wealth Consultants

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

Historical chart of Adamsbrown Wealth Consultants investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Adamsbrown Wealth Consultants

Quarter filed Position value Share count Share price at filing
2025-03-31 $210k 401 523.14
2024-09-30 $228k 390 584.83

More positions owned by Adamsbrown Wealth Consultants

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Apple (AAPL)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Adamsbrown Wealth Consultants

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox
Northern Trust

View all funds holding UnitedHealth