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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

Tip: Access up to 7 years of quarterly data

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
2026-06-30 $394k 948 415.63
2025-03-31 $242k 462 523.75
2024-12-31 $330k 652 505.86
2024-09-30 $245k 419 584.68
2024-06-30 $203k 399 509.26

More positions owned by Bennett Associates Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Msci Emrg Chn (EMXC)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core Univrsl Usd (IUSB)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Ishares Tr Core Us Aggbd Et (AGG)
Harbor Etf Trust Comm All Wea Etf (HGER)
Ishares Tr Jpmorgan Usd Emg (EMB)
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for Bennett Associates Wealth Management

Top funds holding UnitedHealth

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Charles Schwab Investment Management
Sixth Street Partners Management Company
Jane Street
Morgan Stanley
Citadel Advisors

View all funds holding UnitedHealth