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UnitedHealth shares owned by Investment Advisory Services Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Investment Advisory Services Group from 13F filings

Historical chart of Investment Advisory Services Group investment in UnitedHealth

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All positions including UnitedHealth held by Investment Advisory Services Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Investment Advisory Services Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $217k 523 415.33

More positions owned by Investment Advisory Services Group

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Core Msci Total (IXUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Covington Trust Msci Info Tech I (FTEC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange Traded Rba Indl Etf (AIRR)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Amazon (AMZN)

View all positions for Investment Advisory Services 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
Citadel Advisors
Capital Research Global Investors
Morgan Stanley
Jane Street
FMR
Bank of America Corporation

View all funds holding UnitedHealth