Gray Private Wealth »

UnitedHealth shares owned by Gray Private Wealth

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

Historical chart of Gray Private Wealth investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by Gray Private Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $223k 426 524.01
2024-12-31 $225k 445 506.07
2024-09-30 $270k 462 584.88
2024-06-30 $240k 471 509.41
2024-03-31 $233k 471 494.82

More positions owned by Gray Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Real Estate Etf (VNQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr U.s. Real Es Etf (IYR)
Oracle Corporation (ORCL)

View all positions for Gray Private Wealth

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