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UnitedHealth shares owned by Blake Schutter Theil Wealth Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Blake Schutter Theil Wealth Advisors from 13F filings

Historical chart of Blake Schutter Theil Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Blake Schutter Theil Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Blake Schutter Theil Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $298k 863 345.30
2024-09-30 $1.2M 2.0k 584.76

More positions owned by Blake Schutter Theil Wealth Advisors

Schwab Strategic Tr 1000 Index Etf (SCHK)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Divid Etf (DIVB)
Ishares Tr Core High Dv Etf (HDV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Mmentm (MTUM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Nuveen Muni Value Fund (NUV)

View all positions for Blake Schutter Theil Wealth 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