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UnitedHealth shares owned by Great Waters Wealth Management

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

Historical chart of Great Waters Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Great Waters Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.2M 19k 494.71
2023-12-31 $10M 19k 542.03
2023-09-30 $9.9M 19k 524.81
2023-06-30 $9.1M 19k 480.63
2023-03-31 $9.2M 19k 483.83
2022-12-31 $9.4M 19k 492.50

More positions owned by Great Waters Wealth Management

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Real Est (DFGR)
UnitedHealth (UNH)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Great Waters Wealth Management

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