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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
2024-09-30 $1.2M 2.0k 584.76

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Schwab Strategic Tr 1000 Index Etf (SCHK)
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Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Oracle Corporation (ORCL)

View all positions for Blake Schutter Theil Wealth Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Royal Bank of Canada
Wells Fargo & Company
Bank of New York Mellon
Alliancebernstein
Franklin Resources
Nuveen Asset Management
Bank of America Corporation
Charles Schwab Investment Management

View all funds holding UnitedHealth