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UnitedHealth shares owned by Foundation Wealth Management

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

Historical chart of Foundation Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Foundation Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 408 584.68
2024-06-30 $208k 408 509.26
2024-03-31 $202k 408 494.70
2023-12-31 $219k 416 526.50
2023-09-30 $206k 408 504.19
2022-12-31 $222k 418 530.22

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View all positions for Foundation Wealth Management

Top funds holding UnitedHealth

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