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UnitedHealth shares owned by Broadway Wealth Solutions

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

Historical chart of Broadway Wealth Solutions investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Broadway Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 500 415.63
2025-03-31 $603k 1.2k 523.97

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View all positions for Broadway Wealth Solutions

Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
T. Rowe Price Associates
Susquehanna International
Jpmorgan Chase & Co
Charles Schwab Investment Management
Sixth Street Partners Management Company
Jane Street
Morgan Stanley
Citadel Advisors

View all funds holding UnitedHealth