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UnitedHealth shares owned by Financial & Tax Architects

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Financial & Tax Architects from 13F filings

Historical chart of Financial & Tax Architects investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Financial & Tax Architects consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Financial & Tax Architects

Quarter filed Position value Share count Share price at filing
2025-09-30 $300k 868 345.30
2025-06-30 $276k 883 311.97
2025-03-31 $455k 869 523.75
2024-12-31 $441k 871 505.86
2024-09-30 $508k 868 584.68
2024-06-30 $442k 868 509.26

More positions owned by Financial & Tax Architects

Ishares Msci Eafe Etf Etf (EFA)
Fidelity Total Bond Etf Etf (FBND)
Spdr S&p 500 Etf Trust Etf (SPY)
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI)
Ishares Core U.s. Reit Etf Etf (USRT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Spdr Bloomberg Convertible Securities Etf Etf (CWB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Abbvie Stock (ABBV)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Caterpillar Stock (CAT)
Johnson & Johnson Stock (JNJ)

View all positions for Financial & Tax Architects

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