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UnitedHealth shares owned by Align Wealth Management

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

Historical chart of Align Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Align Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $43k 85 505.04

More positions owned by Align Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us High Profitab (DUHP)
BancFirst Corporation (BANF)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Qualcomm (QCOM)

View all positions for Align Wealth Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Wellington Management Company
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Legal & General Group
Franklin Resources
Bank of America Corporation

View all funds holding UnitedHealth