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UnitedHealth shares owned by Asset One Wealth Management

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

Historical chart of Asset One Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Asset One Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $477k 1.4k 345.95

More positions owned by Asset One Wealth Management

Microsoft Corporation (MSFT)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
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Spdr Series Trust State Street Spd (BILS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Sprott Etf Trust Gold Miners Etf (SGDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Sprott Asset Management Physical Silver (PSLV)
Amazon (AMZN)
Sprott Asset Management Physical Gold Tr (PHYS)
Global X Fds Global X Silver (SIL)

View all positions for Asset One Wealth Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
Citadel Advisors
Capital Research Global Investors
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Bank of America Corporation

View all funds holding UnitedHealth