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UnitedHealth shares owned by Alpha Financial Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Alpha Financial Advisors from 13F filings

Historical chart of Alpha Financial Advisors investment in UnitedHealth

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All positions including UnitedHealth held by Alpha Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Alpha Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $844k 2.4k 345.30
2025-06-30 $798k 2.6k 311.97
2024-09-30 $223k 381 584.68

More positions owned by Alpha Financial Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
T Rowe Price Etf Us Equity Resear (TSPA)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Val (DFSV)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares U S Etf Tr Short Duration B (NEAR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Alpha Financial Advisors

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
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth