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UnitedHealth shares owned by Brio Consultants

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

Historical chart of Brio Consultants investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Brio Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 624 345.30
2025-06-30 $201k 644 311.97
2025-03-31 $259k 494 523.75
2024-12-31 $216k 427 505.86

More positions owned by Brio Consultants

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Actively Managed Exc Total Return (GTO)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Spdr Series Trust Bloomberg 1 10 Y (TIPX)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Msci Emerg Mrkt (EEMV)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rusel 2500 Etf (SMMD)

View all positions for Brio Consultants

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