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UnitedHealth shares owned by Buska Wealth Management

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

Historical chart of Buska Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Buska Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $769k 1.3k 584.68
2024-06-30 $635k 1.2k 509.22
2024-03-31 $521k 1.1k 494.70

More positions owned by Buska Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Spdr Ser Tr Aerospace Def (XAR)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Select Sector Spdr Tr Energy (XLE)
Select Sector Spdr Tr Technology (XLK)
Vanguard World Materials Etf (VAW)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

View all positions for Buska Wealth Management

Top funds holding UnitedHealth

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
Royal Bank of Canada

View all funds holding UnitedHealth