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UnitedHealth shares owned by Arq Wealth Advisors

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

Historical chart of Arq Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Arq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $320k 926 345.30

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American Centy Etf Tr Us Eqt Etf (AVUS)
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J P Morgan Exchange Traded F Us Momentum (JMOM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Global X Fds Adaptive Us (AUSF)
Dbx Etf Tr Xtrack Msci All (DBAW)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Arq Wealth 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