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UnitedHealth shares owned by Bright Futures Wealth Management

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

Historical chart of Bright Futures Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $554k 984 563.13
2024-06-30 $585k 991 589.97
2024-03-31 $496k 1.0k 486.55

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American Centy Etf Tr Intl Smcp Vlu (AVDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Amazon (AMZN)
Vaneck Etf Trust Ig Floating Rate (FLTR)
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Apple (AAPL)
Blackstone Mtg Tr Com Cl A (BXMT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Cap Stk Cl C (GOOG)
M&T Bank Corporation (MTB)

View all positions for Bright Futures Wealth Management

Top funds holding UnitedHealth

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

View all funds holding UnitedHealth