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UnitedHealth shares owned by Garrett Investment Advisors

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

Historical chart of Garrett Investment Advisors investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Garrett Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $285k 864 330.11

More positions owned by Garrett Investment Advisors

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPYG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Malvern Fds Core Bd Etf (VCRB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Wisdomtree Tr Intl Qulty Div (IQDG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Index Fds Value Etf (VTV)

View all positions for Garrett Investment Advisors

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
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox
Northern Trust

View all funds holding UnitedHealth