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UnitedHealth shares owned by Campbell Wealth Management

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

Historical chart of Campbell Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 393 585.24

More positions owned by Campbell Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Select Sector Spdr Tr Indl (XLI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Campbell Wealth Management

Top funds holding UnitedHealth

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

View all funds holding UnitedHealth