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UnitedHealth shares owned by Crux Wealth Advisors

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

Historical chart of Crux Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Crux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $276k 836 330.08
2025-09-30 $731k 2.1k 345.28
2025-06-30 $625k 2.0k 312.01

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View all positions for Crux 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