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UnitedHealth shares owned by Discipline Wealth Solutions

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

Historical chart of Discipline Wealth Solutions investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $481k 1.4k 345.30
2025-06-30 $348k 1.1k 311.97
2025-03-31 $572k 1.1k 523.75
2024-12-31 $552k 1.1k 505.86
2024-09-30 $558k 954 584.68

More positions owned by Discipline Wealth Solutions

Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Aim Etf Products Trust Allianzim Us Equ (JANU)

View all positions for Discipline Wealth Solutions

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