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UnitedHealth shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $220k 666 330.11
2021-12-31 $224k 446 502.24

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American Centy Etf Tr Us Sml Cp Valu (AVUV)
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Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)
Spdr Series Trust State Street Spd (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Collaborative Wealth Managment

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