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UnitedHealth shares owned by BlueChip Wealth Advisors

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

Historical chart of BlueChip Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by BlueChip Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $278k 891 312.10
2025-03-31 $424k 810 523.99
2024-12-31 $410k 810 506.09
2024-09-30 $463k 792 584.95
2024-06-30 $380k 746 509.51
2024-03-31 $393k 794 494.93
2023-12-31 $557k 1.1k 526.65

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Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
AFLAC Incorporated (AFL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)

View all positions for BlueChip 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