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UnitedHealth shares owned by Brady Martz Wealth Solutions

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Brady Martz Wealth Solutions from 13F filings

Historical chart of Brady Martz Wealth Solutions investment in UnitedHealth

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All positions including UnitedHealth held by Brady Martz Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Brady Martz Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $484k 1.4k 345.36
2025-06-30 $437k 1.4k 311.90
2025-03-31 $938k 1.8k 523.68
2024-12-31 $978k 1.8k 543.77

More positions owned by Brady Martz Wealth Solutions

Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Alps Etf Tr Intl Sec Dv Dog (IDOG)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Series Trust Nuveen Ice High (HYMB)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Brady Martz Wealth Solutions

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