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UnitedHealth shares owned by Global Wealth Strategies & Associates

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

Historical chart of Global Wealth Strategies & Associates investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $11k 21 526.48
2023-09-30 $11k 21 504.19
2023-06-30 $10k 21 480.62
2023-03-31 $9.9k 21 472.57
2022-12-31 $11k 21 530.19

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Ishares Gold Trust Etf (IAU)
Vanguard Short-term Bond Etf Etf (BSV)
Energy Select Sector Spdr Fund Etf (XLE)
Sherwin Williams Stock (SHW)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Global Wealth Strategies & Associates

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth