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UnitedHealth shares owned by Dodds Wealth

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

Historical chart of Dodds Wealth investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Dodds Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 352 598.03

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Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Select Sector Spdr Tr Technology (XLK)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Dodds Wealth

Top funds holding UnitedHealth

BlackRock
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada
Wells Fargo & Company
Bank of New York Mellon
Invesco
Charles Schwab Investment Management

View all funds holding UnitedHealth