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UnitedHealth shares owned by Bravera Wealth

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

Historical chart of Bravera Wealth investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Bravera Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $128k 473 270.59
2025-12-31 $146k 442 330.11

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Capital Group Dividend Value ETF Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Vanguard Developed Markets Index FTSE ETF Van Ftse Dev Mkt (VEA)
Global X Adaptive U.S. Factor ETF Adaptive Us (AUSF)
SPDR S&P Dividend ETF State Street Spd (SDY)

View all positions for Bravera Wealth

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Capital World Investors
Citadel Advisors
Geode Capital Management
Capital Research and Management Company - Division 3
Jane Street
Wellington Management Company
Norges Bank Investment Management
FMR
Dodge & Cox
Bank of New York Mellon
Northern Trust

View all funds holding UnitedHealth