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UnitedHealth shares owned by Emergent Wealth Advisors

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

Historical chart of Emergent Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Emergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $254k 622 408.08
2025-03-31 $301k 575 523.64
2024-12-31 $359k 710 505.88
2024-03-31 $404k 816 494.43

More positions owned by Emergent Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Scp Etf (IJR)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for Emergent Wealth Advisors

Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
T. Rowe Price Associates
Susquehanna International
Jpmorgan Chase & Co
Charles Schwab Investment Management
Sixth Street Partners Management Company
Jane Street
Morgan Stanley
Citadel Advisors

View all funds holding UnitedHealth