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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
2024-06-30 $343k 673 509.26

More positions owned by Brass Tax Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Acwi Etf (ACWI)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Global 100 Etf (IOO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Brass Tax Wealth Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
FMR
Capital World Investors
T. Rowe Price Associates
Jpmorgan Chase & Co
Wellington Management Company
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Legal & General Group
Royal Bank of Canada

View all funds holding UnitedHealth