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UnitedHealth shares owned by AssuredPartners Investment Advisors

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

Historical chart of AssuredPartners Investment Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $382k 1.1k 345.32
2025-06-30 $392k 1.3k 311.88
2025-03-31 $3.4M 6.5k 523.79

More positions owned by AssuredPartners Investment Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Gold Tr Ishares New (IAU)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for AssuredPartners Investment 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