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UnitedHealth shares owned by Englebert Financial Advisers

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Englebert Financial Advisers from 13F filings

Historical chart of Englebert Financial Advisers investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Englebert Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Englebert Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $658k 2.0k 330.11

More positions owned by Englebert Financial Advisers

Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Janus Detroit Str Tr Henderson Securi (JSI)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Draftkings Com Cl A (DKNG)
Broadcom (AVGO)
Capital Group Core Balanced SHS (CGBL)
Vanguard World Extended Dur (EDV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Value Etf (VTV)

View all positions for Englebert Financial Advisers

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