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UnitedHealth shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 13k 333.79
2025-06-30 $3.0M 12k 261.58
2025-03-31 $3.9M 9.5k 409.23
2024-12-31 $6.3M 12k 520.71
2024-09-30 $5.9M 11k 564.65
2024-06-30 $7.6M 13k 569.94

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View all positions for Diversify Wealth Management

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