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UnitedHealth shares owned by Global Wealth Management

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

Historical chart of Global Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Global Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $293k 705 415.57

More positions owned by Global Wealth Management

J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Ishares Gold Tr Ishares New (IAU)
Vanguard World Inf Tech Etf (VGT)

View all positions for Global Wealth Management

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