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UnitedHealth shares owned by Allied Private Wealth

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

Historical chart of Allied Private Wealth investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $340k 799 425.68

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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