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UnitedHealth shares owned by Innovative Asset Advisors Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Innovative Asset Advisors Group from 13F filings

Historical chart of Innovative Asset Advisors Group investment in UnitedHealth

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All positions including UnitedHealth held by Innovative Asset Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Innovative Asset Advisors Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $167k 402 415.63

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View all positions for Innovative Asset Advisors Group

Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
T. Rowe Price Associates
Charles Schwab Investment Management
Jpmorgan Chase & Co
Citadel Advisors
Capital Research Global Investors
Morgan Stanley
Jane Street
FMR

View all funds holding UnitedHealth