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UnitedHealth shares owned by Hopwood Financial Services

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Hopwood Financial Services from 13F filings

Historical chart of Hopwood Financial Services investment in UnitedHealth

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All positions including UnitedHealth held by Hopwood Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Hopwood Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 649 345.09
2025-06-30 $204k 653 312.20
2025-03-31 $326k 622 524.03
2024-12-31 $298k 589 506.07

More positions owned by Hopwood Financial Services

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Exxon Mobil Corporation (XOM)
T Rowe Price Etf Price Blue Chip (TCHP)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
T Rowe Price Etf Us Equity Resear (TSPA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for Hopwood Financial Services

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