LeClair Wealth Partners »

UnitedHealth shares owned by LeClair Wealth Partners

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

Historical chart of LeClair Wealth Partners investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by LeClair Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $322k 932 345.30
2025-06-30 $345k 1.1k 311.97

More positions owned by LeClair Wealth Partners

First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Microsoft Corporation (MSFT)
Cintas Corporation (CTAS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Williams-Sonoma (WSM)
NVIDIA Corporation (NVDA)
Parker-Hannifin Corporation (PH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for LeClair Wealth Partners

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