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UnitedHealth shares owned by Cm Wealth Advisors

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

Historical chart of Cm Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $282k 853 330.11
2025-03-31 $262k 500 523.75
2024-12-31 $253k 500 505.86
2024-09-30 $292k 500 584.68
2024-06-30 $237k 465 509.26
2024-03-31 $233k 465 500.96

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View all positions for Cm Wealth Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Capital World Investors
Geode Capital Management
Citadel Advisors
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Jane Street
Wellington Management Company
FMR
Norges Bank Investment Management
Dodge & Cox
Bank of New York Mellon

View all funds holding UnitedHealth