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UnitedHealth shares owned by Lakeridge Wealth Management

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

Historical chart of Lakeridge Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $220k 420 523.75
2024-12-31 $201k 397 505.86
2024-09-30 $232k 396 584.68
2024-03-31 $242k 489 494.70

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Core 1 5 Yr Usd (ISTB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Short Duration F (DFSD)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)
JPMorgan Chase & Co. (JPM)

View all positions for Lakeridge Wealth Management

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