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UnitedHealth shares owned by Bernard Wealth Management Corp.

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Bernard Wealth Management Corp. from 13F filings

Historical chart of Bernard Wealth Management Corp. investment in UnitedHealth

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All positions including UnitedHealth held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-03-31 $110k 210 523.75
2024-12-31 $104k 205 505.86

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View all positions for Bernard Wealth Management Corp.

Top funds holding UnitedHealth

Vanguard Group
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State Street Corporation
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Capital World Investors
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Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox
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View all funds holding UnitedHealth