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UnitedHealth shares owned by International Private Wealth Advisors

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

Historical chart of International Private Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by International Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $202k 647 311.77
2025-03-31 $366k 698 523.82
2024-12-31 $365k 722 505.66
2024-09-30 $371k 634 584.77
2024-03-31 $228k 460 494.77
2023-12-31 $201k 382 526.65

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Amazon (AMZN)
Ssga Active Tr State Street Us (XLSR)
Dimensional Etf Trust Global Core Plus (DFGP)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPLG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Microsoft Corporation (MSFT)
Spdr Series Trust Bloomberg Enhncd (CERY)
Meta Platforms Cl A (META)
Costco Wholesale Corporation (COST)

View all positions for International Private Wealth Advisors

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
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox
Northern Trust

View all funds holding UnitedHealth