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UnitedHealth shares owned by Chung Wu Investment Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Chung Wu Investment Group from 13F filings

Historical chart of Chung Wu Investment Group investment in UnitedHealth

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All positions including UnitedHealth held by Chung Wu Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Chung Wu Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 7.0k 345.30
2025-06-30 $574k 1.8k 311.97
2025-03-31 $3.4M 6.4k 523.75
2024-12-31 $3.3M 6.5k 505.86

More positions owned by Chung Wu Investment Group

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)
Neos Nasdaq 100 High Income Etf Nasdaq 100 High (QQQI)
Apple (AAPL)
Neos S&p 500 High Income Etf Neos S&p 500 Hi (SPYI)
JPMorgan Chase & Co. (JPM)
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Unit (SPY)
Antero Midstream Corp antero midstream (AM)
UnitedHealth (UNH)
Exxon Mobil Corporation (XOM)
Goldman Sachs (GS)
Micron Technology (MU)

View all positions for Chung Wu Investment Group

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