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UnitedHealth shares owned by Brass Tax Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Brass Tax Wealth Management from 13F filings

Historical chart of Brass Tax Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Brass Tax Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $232k 744 312.09
2025-03-31 $396k 756 524.07
2024-12-31 $362k 716 506.09
2024-09-30 $394k 674 584.94
2024-06-30 $343k 673 509.26

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View all positions for Brass Tax Wealth Management

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
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox
Northern Trust

View all funds holding UnitedHealth