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UnitedHealth shares owned by Bennett Associates Wealth Management

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

Historical chart of Bennett Associates Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Bennett Associates Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $245k 419 584.68
2024-06-30 $203k 399 509.26

More positions owned by Bennett Associates Wealth Management

First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Msci Emrg Chn (EMXC)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Mid Cap Etf (VO)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Total Usd (IUSB)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for Bennett Associates Wealth Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth